Build conditional rules in a workflow

Conditions decide exactly when a workflow runs and which records it acts on. You can group several conditions together with AND / OR logic and use plain-language operators, so a workflow only fires when the situation really matches.

Steps

1. Sign in at https://vyro.co/access and open Workflows.
2. Open the workflow you want, then select the Start block (the trigger) or a Condition step.
3. Add a condition by choosing a field, an operator (for example is, is not, is one of, is greater than), and a value.
4. To require more than one thing at once, add another condition and choose AND — every condition in the group must be true. To match any of several situations, choose OR.
5. Nest groups to express richer rules — for example (status is New) AND (source is one of Website, Phone).
6. For time-based rules, pick a relative value such as more than 1 day ago or within the last 7 days instead of a fixed date.
7. Apply the block and publish the workflow when you're ready.

Result

The workflow only runs for records that match your rules. Conditions are checked against your live data at the moment the workflow evaluates them, so the outcome always reflects the current state of the record.

Related

• Choose who enters a workflow
• Start a workflow from a template