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Procore Conditionals

Conditionals or Execution Conditions give you the power to decide if a particular action on Procore will be performed or not when the workflow is triggered by the incoming event. This is similar to applying "if-then-else" logic to the execution of an action based on the attribute value coming from the workflow's trigger event.

You can add conditions to any action in your workflow.

To decide which actions should be performed in response to a particular trigger based on its characteristics or the data attributes. you can even apply a complex logic using AND, OR, and grouping of such conditions.

Each of the Conditionals support different operators based on the passed data type like string, number, boolean, etc. Read here to learn more about Execution Conditions.

Example Scenario

We will take a scenario where you are using Procore as the trigger application. There could be multiple application actions that could be invoked upon receiving a Procore trigger.

Each of the actions in the flow would have its own execution conditions based on the data attributes of the Procore trigger event. This will allow each of the actions to execute independently based on the defined execution conditions.

In this example, the workflow is triggered and a new Incidents entity is created in Procore Project. It has two actions, first is a ServiceNow- Create a new Incident action and second is a PagerDuty- Create Incident action.

While using Procore as the trigger application, various attributes depending on your entity selection will be available to you in your application actions.

For Example, Incidents entity has the following attributes:

  • Created At - Time when the Incident was created.
  • Event Date - Date of the Incident
  • Status - Incident is open or close.
  • Query - Contains searchable information about the incident.
  • Recordable - True if the incident was recordable, false otherwise.
  • Time Unknown - True if the time of the incident is unknown, false otherwise.
  • Private - True if the incident is private, false otherwise.
  • Title - Title of the Incident.

In Figure 1 below, the action on ServiceNow will only be performed if the Status of Incident in Procore is Open and the Title of the status contains the word Technical.

Conditional Processing in Connect iPaaS

Figure 1. Conditional Processing in Connect iPaaS

Similarly in Figure 2 below, in the same workflow, an incident will be created in PagerDuty only when the status of incident is open in Procore and the Title contains Billing.

Conditional Processing in Connect iPaaS

Figure 2. Conditional Processing in Connect iPaaS