Smartsheet Conditionals

Conditional Processing or Execution Conditions gives you the power to decide if a particular action on Smartsheet will be performed or not when the workflow is triggered by the incoming event. This is akin to the ability to apply 'if-then-else' logic to the execution of an action based on the value of the attribute from the trigger event of the workflow.

Think of Conditional Processing as an equivalent of 'if-then-else', as decision diamond in the flow chart, or the Conditional Branching in BPEL (Business Process Execution Language).

You can add Conditional Processing to any action in your workflow and decide which actions should be performed in response to a particular trigger event identified by its characteristics or the data attributes. You can apply complex logic using AND, OR, and grouping of such conditions. Each of the conditions supports different operators based on the event data types like a string, number, boolean, etc. Read here to find more about Conditional Processing.

Example Scenario

We will take a scenario where you are using Salesforce as the trigger and Smartsheet as one of the Action applications. There could be multiple application actions attached to be invoked upon receiving a Salesforce trigger.

Each of the actions in the flow would apply its execution condition based on the data attributes of the Salesforce trigger event. This will allow each of the actions to independently choose to execute based on the defined execution conditions.

At the time of defining action, if you want to perform the action depending on some criteria passed for trigger then you can use Conditional Processing.

In Figure 1 below, Smartsheet action will be carried out only if the Deleted attribute for Salesforce Contact entity is false

Figure 1. Processing actions conditionally based on Salesforce entity parameters

Similarly in Figure 2 below, in the same workflow, an entity in Coupa will only be created if Deleted attribute for Salesforce Contact entity is false and Department will be either Financial or Human Resources.

Figure 2. Processing actions conditionally based on Salesforce entity parameters

Conversely, you can also take Smartsheet trigger and perform the action depending on some criteria passed from the trigger.

In Figure 3 below, action will be carried out only if the Smartsheet sheet column name Worker Category has a value equal to Full Time.

Figure 3. Processing actions conditionally based on the Smartsheet entity parameters