This topic will walk you through the steps to create a conditional clause in Workflow Designer.
Conditions in Ironclad can be thought of as rules to help guide a specific outcome. You can create conditional clauses and verbiage in your document in Workflow Designer so that they only appear when applicable and relevant to the scenario and counterparty.
First, you must create a form question with a field to support your condition. Answers to the form question are stored as the associated field's values, and those values can be used as criteria in the condition you create.
- Click the Workflow Designer tab.
- Select the workflow you want to update.
- Click the Create tab.
- Click Add question to form, then select the question type.
- Click Select field, then enter the name of your field. If the field already exists, select it. Otherwise, click Add New Field.
- This will open the field editor on the left sidebar. Click Save. The form question is now associated with the field.
- Update the question and add a helpful description so that users who launch this workflow can make educated answers.
- If you chose a multiple-choice or dropdown question type, add the applicable answers to the question.
Build the rule, or condition, based on the value of the field you created (the answer to the form question).
- Click the plus sign on the left sidebar, then select Condition.
- Enter the condition's name. Consider the following best practices:
- Use short, concise naming conventions.
- Use mathematical symbols (e.g. ==, <, >, etc.).
- In the "IF" selector dropdown, select the field you created to associate with the condition.
- Configure the condition by selecting an answer from the dropdown next to “IS”. These are the answers you created in the associated form question in the Create tab.
- Click Save.
Apply the condition to text in your document.
- Click the Document tab.
- In your document, highlight the clause/text that you want to apply the condition to. In the options that appear, click Add Condition.
- Select the condition you just created.
- The conditional text will appear in blue brackets. Hover over it to view the corresponding condition's name.