Combining AND / OR Conditions

Last year we introduced “OR” conditions to our workflow builder, unlocking more customizability when setting up powerful workflows.

Since that announcement, we’ve heard from many Troops admins that they’d like to be able to further customize their workflows by combining AND / OR conditions within a single workflow. With this feature, you can do just that!

Using Condition Groups, group conditions that should all be either AND or OR conditions. Then, just Toggle Logic Between Condition Groups in order to set AND / OR logic between condition groups

Some use cases include:

  • Setting amount thresholds for stage notifications

  • Consolidating workflows for specific regions

  • Lead alerts dependent upon lead status

Set up a combined AND / OR Field Change Alert or Date-Based Alert from the Troops dashboard here.

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