Using Advanced Conditionals

Using Advanced Conditionals in Looply Workflows

Experimental Feature

These workflow steps have been marked as Experimental as they are still under development and may produce adverse results.

The Advanced Conditional step in Looply allows users to build complex if & else logic within their workflows with multiple branches. This step enables users to create sophisticated conditional logic, ensuring that workflows can handle a wide range of scenarios and data conditions efficiently.

Overview

The Advanced Conditional step is designed to offer more flexibility and power compared to the older Conditional and Branch Conditional steps. Here's how it works and how you can configure and use it:

1. Multiple Branches: Users can create multiple branches within an .Advanced Conditional step. Each branch can be specified as either an IF or ELSE branch, allowing for intricate logic flows.

2. Complex Logic: Within IF branches, users can build complex logic using IF and AND/OR conditions. This allows for detailed evaluation of data passing through the workflow from previous steps.

3. Branch Reordering: Users have the ability to reorder their IF statement branches, determining the sequence in which they are evaluated. This ensures that the most critical conditions are checked first.

Advanced Conditional - Example

Define Conditional Logic

You can get started adding your conditional logic by clicking on a + button in your workflow and selecting the Advanced Conditional step from the Workflow's toolbox.

This will add the advanced conditional block to your workflow where you can begin building your logic branches. If you insert an advanced conditional step in-between 2 existing steps, the workflow chain will be broken to allow you to build out your conditional logic and can be manually re-connected after.

Adding Logic Branches

You can add logic branches to your Advanced Conditional step by clicking and dragging from the step on to the workflow builder canvas. This will bring up the Create Condition dialog where you can define your condition logic.

Advanced Conditional branches are made up of the following components:

• Label: a label or description for your branch which will only be visible to you within your workflow.

• Condition Type: specifies the type of condition for your branch (IF or ELSE) - please note you can only have 1 ELSE condition per Advanced Conditional step.

• Rules: the conditional rule groups that contain your IF statement logic - only applicable to IF condition types.

Advanced Conditional - Create Condition Dialog

Adding Rule Groups

Each IF condition logic branch can have multiple groups of rules, with each group being defined as AND / OR logic.

• New rule groups can be added by clicking the + Add Group button.

• Use the AND / OR icon buttons to toggle between the rule group type.

• You can use the trash can icon button to delete the rule group

Adding Rules

Each rule group can have multiple conditions inside, all of which must be true for the overall rule group to evaluate as true.

Each rule consists of an attribute, a condition and a value. You can use these fields to evaluate data from within your workflow.

New rules can be added to a group by clicking the + Add Rule button.

Pseudocode View

Advanced Conditional - Pseudocode View

To help visualise your conditional logic, we've added an easy to understand pseudocode view which displays your conditions in plain english as you build them.

Re-Ordering Conditions

Once you have defined your logic branches for the Advanced Conditional step, you can use the Advanced Conditional Editor in the sidebar to specify the order your conditions should be evaluated.

You can access the Editor by clicking and selecting the Advanced Conditional step from within the workflow builder canvas.

Advanced Conditional - Re-Ordering Conditions

You can re-order your conditions from within this editor by clicking and dragging the drag icon button (located on the left of the condition item) and moving the condition up or down within the list.

Each branch defined here will be evaluated when your workflow from the top down.

ELSE conditions cannot be re-ordered as they will always be executed last if no other conditions are met.