Discussions

Ask a Question
Back to all

Question About Custom Workflows: Triggering a Step Based on Conditional Field Value?

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!

ragdoll hit