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Create conditional steps in a workflow

Similar to the way you create rules to trigger a workflow, you can also create conditions on individual steps in a workflow, which determine whether a step is used in a workflow.

  • If the condition is met, the step is used in the workflow.
  • If the condition is not met, the step is skipped. When you approve an invoice, skipped steps appear in the workflow pane of the document view but are crossed out.
  • If a step does not have a condition, the step is always required.
  • If each step in the workflow has a condition, but none of the conditions are met, all the steps are skipped. This means that the workflow ends, and the document is posted to the target system without handling.

Add a conditional step in Admin Center

To create a conditional step using Admin Center:

  1. Select Add in the Workflow step view.
  2. Use the settings that appear to create a condition.

    Create more than one condition if necessary.

  3. Save your settings.