What is a Condition?
Conditions are essential tools in SmartSuite Automations that work alongside triggers to control when an automation should run. By applying filters based on your field data and operators, conditions ensure automations only activate under precise circumstances.
Plan Availability | All plan types |
Permissions | Administrators or Solution Managers: Can set up and manage conditions in automations. |
Related Reading |
Key Features of Conditions
Precision Filtering: Use conditions to define specific scenarios where automations should execute.
Logical Operators: Choose between AND (all conditions must be true) or OR (only one condition must be true).
Multiple Conditions: Add up to 15 conditions per trigger.
Setting Up Conditions
Create or Edit an Automation:
Navigate to your desired Solution and access Automations.
Add a Trigger:
Select the trigger that will initiate the automation (e.g., Record Created).
Define Conditions:
Click Add Condition.
Select the field to evaluate and configure the operator and value (e.g., “Status is Complete”).
Combine Logic:
Use the AND/OR buttons to determine whether all or just one condition needs to be true.
Available Operators by Field Type
Each field type has specific operators available. Here’s a comprehensive list:
Field Type | Operators |
Numeric Fields | Auto Number, Count, Currency, Formula (Numeric), Number, Percent, Rating, etc. |
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Text Fields | Address, Text, Text Area, Title, Email, etc. |
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Assignment Fields | Assigned To, Linked Records, Tags, Multiple Select, Single Select, Status |
| - |
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Date Fields | Due Date, Date Range (Start/End), First Created On, Last Updated On |
| - |
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Special Fields | Checklist, SmartDoc |
| - Checklist: |
| - SmartDoc: |
Examples of Conditions in Use
1. Approval Workflow
Scenario: Trigger automation only when a task’s status is marked as “Pending Approval.”
Condition Setup:
Field: Status
Operator: Is
Value: Pending Approval
2. Notify on Overdue Tasks
Scenario: Send a notification if a task's due date has passed.
Condition Setup:
Field: Due Date
Operator: Is Before
Value: Today’s Date
3. Monitor Record Changes
Scenario: Run automation when a field value changes (e.g., Priority changes from Low to High).
Condition Setup:
Field: Priority
Operator: Changes (From/To)
Value: Low → High
Tips for Using Conditions Effectively
Combine Logic: Use AND for stricter filters and OR for broader criteria.
Test Your Automation: Simulate different scenarios to verify conditions work as expected.
Limit Complexity: While you can add up to 15 conditions, simpler logic is easier to manage and troubleshoot.