Use the Conditions dialog box to apply conditional
parameters to obtain certain values. If the conditions are met, the
action returns a state of true; if not, a state of false. Either of
the two states is acceptable and the process can continue. The
conditions consist of the following columns:
Group: Enables you to group conditions to be
handled jointly or individually. Conditions have specific rules of
Conditions with the same group name are interpreted
as "and" statements, so all conditions must be met in order for the
action to be deemed true. A blank group field is still considered a
value, so if you leave the group fields blank, then all the
conditions are grouped together.
Conditions with different group names are interpreted
as "or" statements, so only one condition needs to be met for the
condition to be deemed true.
Category: Enables you to select an existing
field category type.
Field: Lists the fields based on the selected
field category. You can select which field to apply.
Operator: Provides the parameters you can use
to qualify the data based on selected field type. You need to
ensure the conditional logic is valid. The operators vary based on
the selected operator type. When using contact types, groups
function as an "or" statement, meaning if a group is assigned a
task, only one member of the group need to actually perform the
task. When several users or groups are involved, an "or" statement
applies as well, unless otherwise configured.
Value: Enables you to specify the value or
Conditions are similar to queries where the parameters you
provide determine the result. The key is configuring your
conditions to return the proper state or value.