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Workflow Action - If/Else in Stack

Table of Contents​

Using Includes/Does Not Include as a Condition​

When setting up conditions in Stack's Workflow Builder, you can specify "Includes" or "Does Not Include" for certain fields like Tags and multi-option custom fields (e.g., checkboxes, dropdowns).

Creating an And Condition​

To create an "AND" condition, ensure that multiple criteria are met simultaneously. For example, if you want to check that a contact does NOT have both the 'consultation_booked' and 'consultation_confirmed' tags, use the AND condition. The contact will only proceed down the "YES" path if neither tag is present.

Creating an Or Condition​

For an "OR" condition, separate the criteria into individual checks. This setup allows the condition to be true if at least one of the criteria is met. For instance, if a contact has either the 'consultation_booked' or 'consultation_confirmed' tag, they will proceed down the "YES" path.

If/Else Branches​

In Stack, If/Else branches can support up to 10 different outcomes for a single event, allowing for complex decision-making processes within your workflows.

Handling Multiple True Branches​

If multiple branches evaluate to true, Stack will direct the contact down the first true path as per the order you've set up. The system processes conditions from top to bottom.

Time Comparison Operators​

Time Comparison Operators are crucial for automating decisions based on date and time. You can compare units like the current day, month, year, or hour with specific values.

The "Is" Operator​

This operator checks if a date unit matches a specified value. For example, "Current Day of the Week Is Monday" is true only on Mondays.

The "Is Not" Operator​

This operator verifies that a date unit does not match a specified value. For example, "Current Day of the Week Is Not Saturday" is true on any day except Saturday.

The "Is After" Operator​

The "Is After" operator checks if a date unit is later than a specified value. For hours, it considers the next full hour. For example, "Current Hour Is After 6 PM" is true from 7:00 PM onwards.

The "Is on or After" Operator​

This operator checks if a date unit is on or after a specified value. For hours, it includes the entire specified hour. For example, "Current Hour Is On or After 6 PM" is true from 6:00 PM onwards.

The "Is Before" Operator​

The "Is Before" operator checks if a date unit is earlier than a specified value. For example, "Current Month Is Before June" is true for all months before June.

The "Is on or Before" Operator​

This operator checks if a date unit is on or before a specified value. For hours, it includes the entire specified hour. For example, "Current Hour Is On or Before 6 PM" is true up to 6:59 PM.

The "Is Not Empty" or "Is Empty" Operator​

These operators check whether a field has a value ("Is Not Empty") or lacks a value ("Is Empty"), ensuring valid input for your workflow automation.

Troubleshooting​

For issues with If/Else conditions, especially with AND or OR logic, review your setup to ensure conditions are correctly configured and ordered.