If (Condition)
Learn how to create conditional workflows
Introduction
If and for conditional workflows allow the user to create customized workflow by applying conditional tags which filter the data to perform various insert, upsert or update operations from source to target.
Process
Let us understand the if (condition) with an example:
Use Case
Let us consider an example of a workflow between two applications such as Salesforce and QuickBooks. The workflow must result in inserting a specific Account from Salesforce as a Customer in QuickBooks 'IF' the name matches a desired name. In this example let the name of the account be 'SGDS' .
Result
If the workflow runs successfully, a customer named 'SGDS' is created in QuickBooks automatically from drawing all the information related to this account from Salesforce.
Methodology
Open a desired project
Click on the drop-down next to 'Task'
Click 'Create'
Enter a name for your process and click 'Select Agent'
From the list of option choose 'Assign to Bot' for creating an automated workflow.
You can choose to maintain manual tasks by choosing other options
Click Configure
You will be redirected to the 'Flow' Screen
Drag and drop a Flow icon. Click Configure and give a desired name for your project
Drag and drop a Query operation and click Configure. Define the 'Source' as Salesforce and select your account. Insert a Name filter to condition the name. Click on Map and drag and drop the name field into the 'display name' tab on the left panel.
Drag and drop the if condition and define the Name of the account you want to enter
Insert a debugging option to verify the workflow result
Click Run
The specific account 'SGDS' will get added into QuickBooks as a customer
