Configure Conditions
Business Background
Use the Configure Conditions option to set criteria (or list of criteria) that a user must meet to trigger a resulting action.
How to Video
- 0:02 An introduction to Titan Flows.
- 1:57 We show you how the Flow displays.
- 2:46 Learn how to start a flow.
- 2:52 Discover the different nodes.
- 3:30 We show you how to configure conditions.
- 4:25 Learn how to set up different resulting actions.
How to Guide
- Navigate to Titan Web Application.
- Click the + button above the Settings icon. A list of elements will show.
- Select the Input option from the list.
- Drag and drop an Input element to the canvas.
- Any input that has the Conditions option can be used.
Note:
Alternatively, you can add a condition on an On Click Action.
- Click the Element settings Gear icon. The Element settings screen opens.
- Select the Conditions option and click the Configure Conditions button. The Set Conditions screen opens.
- Click the Kebab icon next to Condition.
- Select the Edit option. The Edit Node screen opens.
- You can configure your conditions using every field and variable available.
Note:
You can create as many conditions as needed in an action flow.
The Condition Rule Node is split into different parts:
- Then: Outline the action that occurs if the user meets the condition criteria.
- There will be a Contains Then action for every rule added that can contain an outcome.
- Else: This creates the action to be followed if the user inputs information that does not match the condition criteria.
- Configure Rule 1 and click on the pencil icon to edit the name and description of the rule. This assists when identifying the purpose of the condition.
- Configure your rules using the drop-down arrows to create logical operations and specify the acceptable valid data to include.
- AND – Both upper and lower conditions must be met.
- OR – At least one of the upper and lower conditions must be met.
- ( ) – You must use brackets when you have a mixture of AND & OR conditions in order to determine how the conditions should be met. For example, 1 AND (2 OR 3) has a different meaning than (1 AND 2) OR 3.
Note:
Click the Kebab icon to open the modal. You can do the following:
- Turn Off the rule.
- Clone the rule. You can edit the cloned rule.
- Delete.
- Click on the Next button.
- If necessary, add a tag name in the Tag field and click the Save button.
- Click on the + icon. The Add Node screen opens.
- Use the Add Node screen to configure any action to run after the condition is met.
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