Conditional & Threshold Routing

Conditional and threshold routing lets an Administrator gate a step in the visual flow builder so it only runs for requests that meet the conditions you set. Each condition compares a form field against a value using an operator — equals, less than, less than or equal, greater than, greater than or equal, or contains — so both numeric thresholds and text matches work. Conditions combine with AND logic: if any one is unmet, the step is skipped and the request follows a different approval path. It's available on all tiers.

Who this is for: admin.

Add a condition so the step only runs past a threshold

When only larger spend needs an extra sign-off, a threshold condition keeps the step out of the way of everything else. You'll need a workflow open in the builder with a step to configure.

1. Sign in as an Administrator.

2. Click Configure step on the step you want to gate.

   

3. Click Conditions.

   

4. Click Add Condition.

   

5. Choose the form field the condition should test from Field — the example uses Budget.

   

6. Choose the comparison from Operator — the example uses Greater than.

   

7. Enter the threshold the field is compared against in Value — the example uses 1000.

   

8. Click Add Condition to save the condition.

   

The condition is listed on the step as Budget Greater than 1000.

Add a text-match condition alongside it

A second condition narrows the step further — for example, a spend threshold that only applies to a particular kind of request. Conditions combine with AND logic, so the step runs only when every condition is met.

1. Click Add Condition.

   

2. Choose the form field for the text match from Field — the example uses Event.

   

3. Choose Contains from Operator to match on part of the field's text.

   

4. Enter the text to look for in Value — the example uses Gala.

   

5. Click Add Condition to save the second condition.

   

The second condition is listed on the step as Event Contains Gala.

Edit a condition's value

When a threshold changes — a new spending limit, a different cutoff — you can adjust an existing condition instead of rebuilding it.

1. Click Edit condition on the condition you want to change.

   

2. Enter the new comparison value in Value — the example uses 500.

   

3. Click Save Changes.

   

The updated condition reads Budget Greater than 500.

Remove a condition

Removing a condition loosens the gate: with fewer conditions to satisfy, the step runs for more requests. Delete the ones that no longer describe when the step should apply.

1. Click Delete condition on the condition you no longer need.

   

The deleted condition is gone from the step, leaving the remaining condition — Budget Greater than 500 in the example screenshots.