Discussions
Question About Custom Workflows: Triggering a Step Based on Conditional Field Value?
about 15 hours ago by Liam Peck
Hi everyone 👋
I’m currently setting up a custom workflow in Riseworks and I’m wondering if it’s possible to trigger a specific step only when a field value meets a certain condition.
Here’s what I’m trying to do:
I have a form submission that includes a field called client_type.
If client_type equals "enterprise", I want to trigger an additional approval step.
If it’s anything else, I want the workflow to skip that step entirely.
Is there a built-in way to apply conditional logic like this within the workflow builder? Or would I need to handle that with a separate automation/script?
Any help or examples would be greatly appreciated — especially if someone has already implemented a similar flow.
Thanks in advance!