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BeginnerWorkflows

If / Else: one rule, two ways

7 steps± 5 minVideoVerified 22 Oct 2026
  1. Step 1 · Open Flow and create a workflow
  2. Step 2 · Give the trigger an order
  3. Step 3 · Write the rule
  4. Step 4 · A step for Yes and one for No
  5. Step 5 · In one line, save and read back
  6. Step 6 · Run
  7. Step 7 · Compare with another field

With If / Else you let the workflow choose. You write down one rule (which field, which comparison, which value) and connect the two exits: Yes when the rule holds, No when it does not. Then you read the workflow back in plain language, the way a colleague would explain it, and compare with another field instead of a fixed value.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open Flow and create a workflow

In the portal, under Environments, click Development and there Open; Flow opens in a new tab. There, click + next to General, choose New workflow and give it a name. A new workflow starts with an Event trigger: the point where it begins.

  1. Click Development
Open Flow and create a workflow · Click Development
  1. Click Open ↗
Open Flow and create a workflow · Click Open ↗
  1. Click Add to General
Open Flow and create a workflow · Click Add to General
  1. Click New workflow
Open Flow and create a workflow · Click New workflow
  1. In Workflow name, type Guide · assess an order
Open Flow and create a workflow · In Workflow name, type Guide · assess an order
Step 2 / 7

Give the trigger an order

Click the Event trigger and put an order with an amount under Sample data (Code), and a limit we use at the end.

  1. Click the step ‘Event trigger’
Give the trigger an order · Click the step ‘Event trigger’
  1. Click Code
Give the trigger an order · Click Code
  1. In the sample data, type `{
Give the trigger an order · In the sample data, type `{; ; ; ;
Step 3 / 7

Write the rule

Add If / Else. Which field to check is the name of the field (without {{ }}), then the comparison and the value. Here: is the amount greater than or equal to 500? Choose Number as the value type, otherwise you compare text.

  1. Click Add node
Write the rule · Click Add node
  1. Click If / Else
Write the rule · Click If / Else
  1. In Name, type Large order?
  2. In Which field to check?, type amount
  3. In **Comparison Equals Does not equal Is greater than Is greater than or equal to Is **, choose Is greater than or equal to
  4. In Value type Text Number Yes / no Field or calculation, choose Number
  5. In Value, type 500
Write the rule · In Name, type Large order?; In Which field to check?, type amount; In **Comparison Equals Does not equal Is greater than Is greater than or equal to Is **, choose Is greater than or equal to; In Value type Text Number Yes / no Field or calculation, choose Number; In Value, type 500
  1. Click the dot of ‘Event trigger’
Write the rule · Click the dot of ‘Event trigger’
  1. Click the dot of ‘Large order?’
Write the rule · Click the dot of ‘Large order?’
Step 4 / 7

A step for Yes and one for No

Add Transform data twice: one sets route to check by hand, the other to process directly. Connect the top exit (Yes) to the first and the bottom one (No) to the second.

  1. Click Add node
A step for Yes and one for No · Click Add node
  1. Click Transform data
A step for Yes and one for No · Click Transform data
  1. In Name, type Large order
A step for Yes and one for No · In Name, type Large order
  1. Click Remove field
A step for Yes and one for No · Click Remove field
  1. Click Remove field
A step for Yes and one for No · Click Remove field
  1. In New field, type route
  2. In route, type check by hand
A step for Yes and one for No · In New field, type route; In route, type check by hand
  1. Click Transform data
A step for Yes and one for No · Click Transform data
  1. In Name, type Small order
A step for Yes and one for No · In Name, type Small order
  1. Click Remove field
A step for Yes and one for No · Click Remove field
  1. Click Remove field
A step for Yes and one for No · Click Remove field
  1. In New field, type route
  2. In route, type process directly
A step for Yes and one for No · In New field, type route; In route, type process directly
  1. Click exit Yes of ‘Large order?’
A step for Yes and one for No · Click exit Yes of ‘Large order?’
  1. Click the dot of ‘Large order’
A step for Yes and one for No · Click the dot of ‘Large order’
  1. Click exit No of ‘Large order?’
A step for Yes and one for No · Click exit No of ‘Large order?’
  1. Click the dot of ‘Small order’
A step for Yes and one for No · Click the dot of ‘Small order’
Step 5 / 7

In one line, save and read back

Select the steps (click the first, the rest with Shift), click Align horizontally, Fit to view and Save. Then press Esc: with no step selected, the properties panel shows the workflow in plain language. That is how you check it does what you mean.

  1. Click ‘Event trigger’
In one line, save and read back · Click ‘Event trigger’
  1. Click ‘Large order?’ while holding Shift
In one line, save and read back · Click ‘Large order?’ while holding Shift
  1. Click ‘Large order’ while holding Shift
In one line, save and read back · Click ‘Large order’ while holding Shift
  1. Click ‘Small order’ while holding Shift
In one line, save and read back · Click ‘Small order’ while holding Shift
  1. Click Align horizontally
In one line, save and read back · Click Align horizontally
  1. Click Fit to view
In one line, save and read back · Click Fit to view
  1. Click Save
In one line, save and read back · Click Save
In one line, save and read back · ‘Check ‘Large order?’. If yes → ‘Large order’. If no → ‘Small order’.’
Step 6 / 7

Run

At the bottom you see which way the rule went: amount gte 500 → TRUE. Only the step on the Yes side ran; the other one was skipped.

  1. Click Run
Run · Click Run
Run · Status: Completed.
Run · The rule came out TRUE.
Run · route: check by hand.
Step 7 / 7

Compare with another field

A fixed limit of 500 does not always fit: sometimes the limit is in the data itself (per customer, per department). Click the rule and choose Field or calculation as the value type. Type {{limit}}: the rule then compares with the field limit (1000) instead of a fixed value. A calculation works too, such as = limit * 2. Run again: 750 is not greater than 1000, so now the order goes the No way.

  1. Click the step ‘Large order?’
Compare with another field · Click the step ‘Large order?’
  1. In Value type Text Number Yes / no Field or calculation, choose Field or calculation
  2. In Value, type {{limit}}
Compare with another field · In Value type Text Number Yes / no Field or calculation, choose Field or calculation; In Value, type {{limit}}
  1. Click ‘Event trigger’
Compare with another field · Click ‘Event trigger’
  1. Click ‘Large order?’ while holding Shift
Compare with another field · Click ‘Large order?’ while holding Shift
  1. Click ‘Large order’ while holding Shift
Compare with another field · Click ‘Large order’ while holding Shift
  1. Click ‘Small order’ while holding Shift
Compare with another field · Click ‘Small order’ while holding Shift
  1. Click Align horizontally
Compare with another field · Click Align horizontally
  1. Click Fit to view
Compare with another field · Click Fit to view
  1. Click Save
Compare with another field · Click Save
  1. Click Run
Compare with another field · Click Run
Compare with another field · The rule compared with the limit from the data: 750 ≥ 1000 → FALSE.
Compare with another field · route: process directly.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).