Scenario Step Conditions

Use step conditions to branch a scenario or create multiple envelopes.

Step conditions

Step conditions are optional. Use them to route execution to different steps.

The platform supports two types of conditions:

  1. A condition based on fields (branching).

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If the amount in the certificate of completion is more than 1000, run one branch. Otherwise, run another.

  1. A condition that creates several envelopes based on values in the source.

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If the value is Yes, create envelope(s) for Yes. If the value is No, create envelope(s) for No.

If a condition is not set, it can be missing in the request or set to null.

Additional logic

  • If the execution condition is false, check the next steps.

  • If all steps evaluate to false, run the step where the condition is null.

  • If there are no conditions, run the next steps where the condition is null, using the respective source value.

  • If several steps meet the conditions, the envelope UI shows several buttons to start different steps.

  • Several steps are also returned in the response.

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