Conditions narrow when a step should run. Test both a record that should match and one that should not.
Why this matters
A workflow repeats work for the right event at the right time. Rae can prepare a complete draft quickly; your team then checks every starting condition, recipient, message, and task before publishing.
Before you start
Know the event or lead condition that should start the workflow and who should receive each action.
In Releventful
Open the event type's draft and click the timeline item whose audience should be limited.
In its condition settings, select the required stage, status or event detail; turn the item on if it should run.
Click Save draft, then Try the client portal with one matching and one nonmatching event; publish only if it appears for the right one.
A useful decision
A trigger identifies when a workflow considers an event, while a condition decides whether this item should apply. Test one event that meets both and another that does not before turning the item on.
Check the result
Preview a matching example and monitor the first live run. Confirm any message reached the intended person.
Important to know
A saved draft is not live. New items begin off for review. A published workflow can send real messages or create tasks when its conditions are met; existing events require their own impact review.