Evaluates the query condition and follows the corresponding branch in the workflow based on the condition's outcome. This activity has two outcomes: True or False. 

  • Group: Logic 

  • Nature: Non-Blocking

Example: Quote Approval in CPQ System

In a CPQ system, when a sales representative submits a quote with pricing and discounts, the If Else activity is used to evaluate whether the discount is within the allowed limit.

  • True Outcome: If the discount is within the acceptable limit, the quote is approved, and the sales representative receives an approval notification.

  • False Outcome: If the discount exceeds the allowed limit, the quote is rejected, and the sales representative is notified that an adjustment is needed.

Properties and activity information

Properties represent the values used to perform the operations of an activity.

FieldDescription

Properties

Query Condition

Set the query conditions that determine the activity's outcome. If the condition is met, the workflow will follow the True path; otherwise, it will follow the False path.

  • Field: Select the field you want to set as the condition criterion. It lists fields associated with the object you have selected at the time of workflow creation.
  • Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
  • Value: The value field changes based on the selected operator options. Enter or select the value for the specified field.

To add more conditions, click Add Criteria. To remove all conditions, click Remove All.

Filter Expression

By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT.

For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true.

Criteria Expression

Displays the criteria expression based on the selected field, operator, and value condition.

For example, ( Agreement.TotalContractValue> ("1200") and ( Agreement.RecordType= ("MSA") or Agreement.RecordType= ("NDA") ))

Common
NameEnter the technical name of the activity.
Display NameThis field auto-populates but can be changed if needed.
DescriptionProvide a description that is relevant to the activity.