Set AND/OR conditions for your automations
To build automations that apply to all company contracts or utilize templates from shared template spaces, you must have user permissions to “Manage all contracts” enabled for your account, be the creator, or have shared “Manage templates” permissions in the specific source template space.
To understand how to activate the next automation step for your workflow only if certain variable conditions are met, you can easily use the "Only continue if..." step. This allows you to filter variables dynamically so your automated process executes precisely when you need that.
Configure the condition logic
When building your automated workflow, you can add a conditional step immediately after your trigger or any preceding actions.
Click the Add action button within your automation flow.
Select the Only continue if... option from the list of actions.
Choose one of the following logic frameworks to evaluate your variables:
All conditions are met (AND logic): Select this if every single condition you define must be true. If you use the AND logic, all applied variables must match your exact criteria in order for the next step in your automation to be activated.
At least one condition is met (OR logic): Select this if only one of several conditions needs to be true. If you use the OR logic, at least one condition must be met to successfully initiate the subsequent action
Define operators for text and numeric variables
Depending on the type of variable you have selected from your document (such as data fields, document owner, or signee information, automation or document details), you can apply different types of operators to define the exact flow.
Click the Operator drop-down menu and select the appropriate matching rule:
Variable is equal to: Select this if the variable must exactly match a manually typed value or a dynamically fetched variable to run the next step.
Variable is different than: Select this to proceed only if the variable does not match your specified value.
Variable contains: Select this to proceed if the variable includes a specific partial text value.
Variable starts with: Select this if the text must begin with your specified value.
Variable is not empty: Select this to run the next step as long as the variable has any value assigned to it.
Define operators for date variables
When filtering variables formatted as dates, the system provides specific time-based operators.
Click the Operator drop-down menu for a date variable.
Select from the available date operations: Is before date, Is after date, Is the exact date, or Is not empty.
Apply advanced Regex matches
For highly advanced needs that do not match standard operators, you can evaluate your data using regular expressions.
Select the Regex matches operator from the drop-down menu.
Type your custom expression into the value field. For example, if you want to run the next step only if the field is completely empty, type ^(?![\s\S]).
Click the blue Save button to confirm and lock in your condition settings.
Helpful guides: