Release: The following functionality will be live on August 13th. To learn more about the features included in our August release, refer to What's New in Ironclad: August 2026.
Summary
This article walks you through how to build conditional role assignments in Workflow Designer. To learn more about local and global conditions and how they differ, refer to Local and Global Conditions.
Use Case
WonderWeb Inc. builds out three conditions to assign their Approver, all based on contract value:
- If the contract for a deal is worth more than $2,500, the assignee is Caroline.
- If the contract for a deal is worth more than $3,500, the assignee is Peter
- If the contract for a deal is worth more than $4,500, the assignee is Stephanie.
Permissions
| Features | Conditions, Conditions Manager, Workflow Designer |
| Permissions |
To view, use, and edit local conditions in Workflow Designer, you must have Workflow Designer access. To view and use global conditions, you must have Workflow Designer access. To manage and edit global conditions, you must have administrator access or the group permissions Global Conditions Manager = Yes. |
Conditional role assignments enable you to define when a user should be notified to perform a particular action throughout the workflow process based on conditions in your workflow. You can add conditional role assignments to Approvers, Signers, Signature Coordinators, and Archivers.
There are two categories that users fall into:
- Assignee: A user, or multiple users, who must complete a pending action in order to advance the workflow.
- Participant: All users with a role (e.g., Owner, Approver, Signer, etc.) or who were added via an @-mention comment.A user, or multiple users, who must complete a pending action in order to advance the workflow.
If you use Edit the workflow’s information or Update properties in a way that causes conditions and conditional assignments to change, the roles automatically reassign to the default user for the workflow. This reassignment is noted in the activity feed.
Create a Conditional Role Assignment
- Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click on the Review or Sign tab.
- Locate the approver or signer that you want to add a conditional role assignment to. Click Add advanced conditions.
- Select the users or groups for the role, and then select a condition or Always for when —.
- In the or when no condition is met field, select the users or groups that you would like to be notified.
- Click the plus sign icon to add another conditional role. The conditions for the role are evaluated sequentially. This means that the first of your conditions that is triggered is the one that determines the role assignment.
- Click Save.
Note: When configuring conditional assignments for signers, Ironclad will prompt you to add a fallback assignment before allowing you to save the configuration, even if all possible conditions are accounted for. This is a product safeguard to ensure that every workflow instance always has a signer, preventing the workflow from stalling if, for any reason, none of the conditions are met.
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