Conditional Rules for Workflow Steps Associated to a Form

Added support for conditional rules within workflow steps to dynamically control whether a step should be executed, and under which logic, based on form responses and CSV data.

This feature enables advanced automation scenarios where signer assignment and step execution depend on the data collected through electronic forms or previously defined in CSV files.

  • Data Sources: Conditions can be defined using values from either Smart Templates or CSV files.

  • Comparison Options: Conditions can be configured manually or set by users, allowing flexible logic (equals, not equals, greater than, contains, etc.).

  • Outcome: Depending on the evaluation, the workflow can decide who must sign, whether to trigger the step, or skip it entirely.

This enhancement provides more granular control over automated workflows, enabling complex routing and conditional signing flows.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top