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A home rental business might operate in three cities. If you run a house check workflow, you might want to assign the check to the team that’s located in a specific city. Based on the city, you would assign a step to check the house to the respective team. Alternatively, you might want to assign a step to different members of the sales team based on the purchase value.

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Set up conditional assignee

  1. When creating a workflow step, click the User triggering the workflow drop-down.
  2. Select Conditional assignee.
Image showing conditional assignee in the assignee dropdown
  1. Specify the conditions. Use the AND and OR conditions to define the dependencies. You can define multiple rules. Rules are applied in the order they appear. Drag a rule to reorder it — the new order is saved.
Image showing the conditional assignee setup pop-up
  1. Save your changes.
Now your step will have the conditional marker. When you hover over it, the conditions will display.
Image showing assignee tooltip on hover
When the step is assigned, the assignee’s name will be visible under the step.
When the step assignee is unavailable, the workflow lead will be assigned to the step.
Image showing assignee selection on hover

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Edit the rules

You can edit the conditions however, your changes will not apply if the step has already been activated. Additionally, any change made will affect only those instances that haven’t yet been started. The changes to conditions will show up in the changelog.