Configure Conditions

Business Background

Use the Configure Conditions option to set criteria (or list of criteria) that a user must meet to trigger a resulting action.

How to Video

  • 0:02 An introduction to Titan Flows.
  • 1:57 We show you how the Flow displays.
  • 2:46 Learn how to start a flow.
  • 2:52 Discover the different nodes.
  • 3:30 We show you how to configure conditions.
  • 4:25 Learn how to set up different resulting actions.

How to Guide

  1. Navigate to Titan Web Application.
  2. Click the button above the Settings icon. A list of elements will show.
  3. Select the Input option from the list.
  4. Drag-and-drop an Input element to the canvas.
    • Any input that has the Conditions option can be used.
Note:

Alternatively, you can add a condition on an On Click Action.

  1. Click the settings Gear icon. The Element settings screen opens.
  2. Select the Conditions option and click the Configure Conditions button. The Set Conditions screen opens.
Configure Conditions button
Configure Conditions button
  1. Click the Kebab icon next to Condition.
  2. Select the Edit option. The Edit Node screen opens.
    • You can configure your conditions using every conditional field and variable available.
Kebab icon to configure conditions.
Kebab icon
Note:

You can create as many conditions as needed in an action flow.

The Condition Rule Node is split into different parts:

  • Then: Outline the action that occurs if the user meets the condition criteria.
    • There will be a Contains Then action for every rule added that can contain an outcome.
  • Else: This creates the action to be followed if the user inputs information that does not match the condition criteria.

  1. Configure Rule 1 and click the pencil icon to edit its name and description. This will help you identify the condition’s purpose.
  2. Configure your rules using the drop-down arrows to create logical operations and specify the acceptable valid data to include.
    • AND – Both upper and lower conditions must be met.
    • OR – At least one of the upper and lower conditions must be met.
    • ( ) – You must use brackets when you have a mixture of AND & OR conditions in order to determine how the conditions should be met. For example, 1 AND (2 OR 3) has a different meaning than (1 AND 2) OR 3.
Note:

Click the Kebab icon to open the modal. You can do the following:

  • Turn Off the rule.
  • Clone the rule. You can edit the cloned rule.
  • Delete.

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  1. Click the Next button.
Edit Node screen
Edit Node screen
  1. If necessary, add a tag name in the Tag field and click the Save button.
  2. Click the + icon. The Add Node screen opens.
+ icon to set conditions.
+ icon
  1. Use the Add Node screen to configure any action to run after the condition is met.
Add Node screen to configure action for conditions.
Add Node screen

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