Filter when a workflow runs

Conditions narrow when a workflow runs, so the actions only reach the records you mean.

Adding a condition

Each condition is a rule made of:

• Field: a field on the record that started the workflow.
• Test: for text, equals, does not equal, contains, does not contain, starts with, ends with, is empty, is not empty, is one of, is not one of, or matches a pattern (advanced). For numbers and dates, greater than, less than, greater than or equal to, less than or equal to, and between.
• Value: what to compare against. Is one of takes a list, and between takes a range.

Combining conditions

Multiple conditions combine with AND or OR logic. Use AND to require every rule to match, or OR to match on any of them.

Tag-based filtering

To run a workflow only for contacts carrying a particular tag, add a condition on the tag field using contains, for example contains vip or contains lapsed-donor.

Per-action conditions

As well as conditions on the whole workflow, any single action can carry its own, so one workflow can do something for some records and skip it for others.