Learning Track
This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Smartsheet Intermediate learning track. Get the most out of this learning track by starting at the beginning.
Between the trigger block and action blocks in your automation workflows, you can define conditions to filter which rows will be included in the resulting alert or action. You can also add conditional paths to handle a range of different scenarios for automating actions in one workflow based on the criteria you specify.
Create conditional logic in a condition block by clicking and to toggle between the two states:
For example, when a new IT request ticket is added to a sheet through a form, you can send different alerts and requests to specific recipients depending on the department, priority, and request type specified in the ticket.
If you want to mix and-logic with or-logic conditions, add multiple condition blocks (for example, one for your and conditions and another for your or conditions) on the same condition path.
The example above requires that the criteria in Conditions (1) be met before the criteria in Conditions (2) is evaluated.
It’s possible to configure condition paths which overlap—meaning that similar or the same conditions have been defined for different condition paths. In these situations, Smartsheet evaluates conditions from left to right, and actions will be fired for the leftmost condition path (of which the conditions are met). Smartsheet will not fire all actions for all parallel paths of which conditions are met.
For example, say we have an automated workflow with two condition paths, Conditions (1) and Conditions (2):
When the workflow is triggered for a row with a Price of 100 or less, the action for Conditions (1) will be fired, because its condition has been met and it’s the leftmost of the two overlapping conditions. (The action for Conditions (2) won’t fire unless the Price is between 101 and 250.)