{"id":1451,"date":"2026-03-19T10:04:44","date_gmt":"2026-03-19T10:04:44","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1451"},"modified":"2026-03-19T10:04:44","modified_gmt":"2026-03-19T10:04:44","password":"","slug":"workflow-action-if-else-2","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/workflow-action-if-else-2\/","title":{"rendered":"Workflow Action &#8211; If\/Else"},"content":{"rendered":"<h2 id=\"When-using-Includes\/-Does-Not-Include\u00a0as-a-condition:\u00a0\" data-identifyelement=\"594\"><strong dir=\"ltr\" data-identifyelement=\"579\">When using\u00a0<u dir=\"ltr\" data-identifyelement=\"574\">Includes\/ Does Not Include\u00a0<\/u>as a condition:\u00a0<\/strong><\/h2>\n<p dir=\"ltr\" data-identifyelement=\"575\"><strong data-identifyelement=\"572\">Please Note:\u00a0<\/strong>There are several conditional parameters in Workflow Builder where you&#8217;ll have the option to specify &#8220;<strong data-identifyelement=\"576\">Includes<\/strong>&#8221; or &#8220;<strong data-identifyelement=\"577\">Does not include<\/strong>&#8221; such as Tags and other multiple-option custom fields (checkbox fields, dropdown pickers, etc.)<\/p>\n<h2 id=\"Creating-an-And-condition:\" dir=\"ltr\" data-identifyelement=\"582\"><strong dir=\"ltr\" data-identifyelement=\"597\">Creating an\u00a0<u data-identifyelement=\"598\"><em data-identifyelement=\"599\">And<\/em><\/u>\u00a0condition:<\/strong><\/h2>\n<p dir=\"ltr\" data-identifyelement=\"600\">In the example below we are using the\u00a0<u data-identifyelement=\"601\">AND<\/u>\u00a0condition. The system is searching to make sure that the contact Tags &#8211; &#8220;<strong data-identifyelement=\"602\"><u dir=\"ltr\" data-identifyelement=\"603\">Does NOT include<\/u><\/strong>&#8221;\u00a0<span data-identifyelement=\"604\"><u data-identifyelement=\"605\">both<\/u><\/span>\u00a0the &#8216;<strong data-identifyelement=\"588\">consultation_booked<\/strong>&#8216;\u00a0<u data-identifyelement=\"589\"><strong data-identifyelement=\"606\"><span data-identifyelement=\"607\">AND<\/span><\/strong><\/u>\u00a0&#8216;<strong data-identifyelement=\"590\">consultation_confirmed<\/strong>&#8216; tags.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"610\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48250497669\/original\/FlAzFJDU1cdgpaFpt9G1g1I-LshYykcoIw.png?1662994820\" data-id=\"48250497669\" data-attachment=\"[object Object]\" data-identifyelement=\"611\" data-index=\"0\" \/><\/p>\n<p dir=\"ltr\" data-identifyelement=\"590\">\u00a0If\u00a0<u data-identifyelement=\"614\">one of the two<\/u>\u00a0tags is present on the respective contact, then the condition will\u00a0<strong data-identifyelement=\"615\"><u data-identifyelement=\"616\">fail<\/u><\/strong>.<\/p>\n<p dir=\"ltr\" data-identifyelement=\"590\">In this example in order for this contact to go down the &#8220;YES&#8221; path, both tags would\u00a0<u data-identifyelement=\"617\">NOT<\/u>\u00a0be present on the contact profile\/record.<\/p>\n<hr data-identifyelement=\"622\" \/>\n<h2 id=\"Creating-an\u00a0Or-Condition\" dir=\"ltr\" data-identifyelement=\"582\"><strong dir=\"ltr\" data-identifyelement=\"623\">Creating an\u00a0<\/strong><strong dir=\"ltr\" data-identifyelement=\"624\"><u data-identifyelement=\"625\"><em data-identifyelement=\"626\">Or<\/em><\/u>\u00a0Condition<\/strong><\/h2>\n<p dir=\"ltr\" data-identifyelement=\"593\">If your intention is to create an &#8220;<u data-identifyelement=\"591\">OR<\/u>&#8221; scenario, you would want to break the two tags into separate conditions and choose the\u00a0<u dir=\"ltr\" data-identifyelement=\"592\">OR<\/u>\u00a0option like this:<\/p>\n<p dir=\"ltr\" data-identifyelement=\"593\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678205392864 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48250492624\/original\/PVEr200i5xqjrUmLV8Th7Z7N3w-UC0p-Hg.png?1662993828\" data-attachment=\"[object Object]\" data-id=\"48250492624\" data-identifyelement=\"627\" data-index=\"1\" \/><\/p>\n<p dir=\"ltr\" data-identifyelement=\"596\">In this case, if the contact meets\u00a0<u data-identifyelement=\"629\">ONE or both<\/u>\u00a0of the &#8220;Or tags&#8221; then the condition is\u00a0<u data-identifyelement=\"630\">true<\/u>. The system is only looking for one or both conditions to be correct before pushing the contact down the &#8220;<strong data-identifyelement=\"631\">Yes<\/strong>&#8221; path.<\/p>\n<hr data-identifyelement=\"597\" \/>\n<h2 id=\"If\/-Else-Branches\" dir=\"ltr\" data-identifyelement=\"596\"><strong dir=\"ltr\" data-identifyelement=\"598\">If\/ Else Branches<\/strong><\/h2>\n<div class=\"fr-draggable\" data-identifyelement=\"601\"><iframe src=\"https:\/\/www.loom.com\/embed\/0fc6ae7bbacc440aac749510bd169874\" frameborder=\"0\" sandbox=\"allow-scripts allow-forms allow-same-origin allow-presentation\" allowfullscreen=\"allowfullscreen\" data-identifyelement=\"602\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p dir=\"ltr\" data-identifyelement=\"604\"><strong data-identifyelement=\"638\">Please Note: <\/strong>If or else branches support up to <u data-identifyelement=\"640\">10 different<\/u> outcomes per event.<br \/>\n<strong dir=\"ltr\">What happens when two branches are both true? Will the lead go down both paths?<\/strong><\/p>\n<p dir=\"ltr\">No, the system will push the lead down the first correct path\/branch in your setup. So it goes top down in the order you built the conditions\/branches.<\/p>\n<hr \/>\n<h2 id=\"Time-Comparison-Operators\" dir=\"ltr\"><strong dir=\"ltr\">Time Comparison Operators<\/strong><\/h2>\n<p class=\"tdfocus-1678205129721\" dir=\"ltr\">Time Comparison Operators are essential components in workflows used to compare the current date and time with a specified input value. These operators enable workflow automation systems to make informed decisions based on time conditions. The different date and time units that can be compared using these operators include the current day of the week, the current day of the month, the current month, the current year, and the current hour.<\/p>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678205395945 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285767416\/original\/KoCQkLH9MoyKbTKOIcvnrgut3GGu561TCg.png?1678205389\" data-attachment=\"[object Object]\" data-id=\"48285767416\" data-index=\"2\" \/><br \/>\n<img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285767549\/original\/dbRqTFVic08R06DsjrWJTBvu_oQTTHsuvA.png?1678205424\" data-attachment=\"[object Object]\" data-id=\"48285767549\" data-index=\"3\" \/>Once you choose the specific Time Parameter for which you want to use a Time Comparison Operator for, you need to choose the Time Comparison Operator from the drop down for\u00a0<strong dir=\"ltr\">Select Operator:<\/strong><\/p>\n<p><strong class=\"tdfocus-1678205734640\" dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285768884\/original\/teNiXrftXKTqW1mha1KThd6BZnUd0INqGA.png?1678205723\" data-attachment=\"[object Object]\" data-id=\"48285768884\" data-index=\"4\" \/><\/strong><\/p>\n<h3 id=\"The-&quot;Is&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\"><br \/>\nThe &#8220;Is&#8221; Operator<br \/>\n<\/strong><\/h3>\n<p><strong dir=\"ltr\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678205705016 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285768774\/original\/ky0A4uISIeeisjKdlTEGXhxz--Q1Om2W7w.png?1678205699\" data-attachment=\"[object Object]\" data-id=\"48285768774\" data-index=\"5\" \/><\/strong><\/p>\n<h3 id=\"-3\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><\/h3>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is&#8221; comparison operator checks whether the selected date unit is the same as the input value. For instance, &#8220;Current Day of the Week Is Monday&#8221; will only return true if today is Monday. Similarly, &#8220;Current Month Is January&#8221; will only return true if it is currently January. For the options like\u00a0<strong>Current day of the Month is<\/strong>, you need to specify the date of the current month like the 1st, 2nd, 3rd .<\/p>\n<h3 id=\"The-&quot;Is-Not&quot;-Operator\" class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\">\n<img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678206322231 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285770094\/original\/wIhZ5qcg5hVwFuc6UAXzWcxuFSZn2B49Uw.png?1678206019\" data-attachment=\"[object Object]\" data-id=\"48285770094\" data-index=\"6\" \/><br \/>\n<strong dir=\"ltr\">The &#8220;Is Not&#8221; Operator<\/strong><\/h3>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is not&#8221; operator, on the other hand, checks if the selected date unit is different than the provided input. For instance, &#8220;Current Day of the Week Is Not Saturday&#8221; will return true for all days except Saturday.<\/p>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285772852\/original\/kCKx0qld3p_3b3nSPMEKESQphNrTsArYkg.png?1678206507\" data-attachment=\"[object Object]\" data-id=\"48285772852\" data-index=\"7\" \/><\/p>\n<h3 id=\"The-&quot;Is-After&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\"><br \/>\nThe &#8220;Is After&#8221; Operator<br \/>\n<\/strong><\/h3>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is after&#8221; operator checks if the selected date unit is after the provided input. However, in the case of\u00a0<strong dir=\"ltr\">hours<\/strong>, this operator only considers minutes that start on the next hour. For instance, &#8220;Current Hour Is After 6 PM&#8221; will only return true if the time is 7:00 PM onwards because 6:59 PM is still considered inside of 6 PM.<\/p>\n<p><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285773967\/original\/ctdTUP7-6TRTnlqG6bAo06Ops_t3tZrBKA.png?1678206767\" data-attachment=\"[object Object]\" data-id=\"48285773967\" data-index=\"8\" \/><\/p>\n<h3 id=\"The-&quot;Is-on-or-After&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\"><br \/>\nThe &#8220;Is on or After&#8221; Operator<br \/>\n<\/strong><\/h3>\n<p class=\"tdfocus-1678205066983\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is on or after&#8221; operator checks if the selected date unit is on or after the provided input. For<strong>\u00a0hours<\/strong>, this operator considers minutes from the same hour and onwards. For instance, &#8220;Current Hour Is On or After 6 PM&#8221; will return true for 6:59 PM because it is considered to be &#8220;On&#8221; 6 PM. And it will also be true for any time after 6PM because of the\u00a0<strong dir=\"ltr\">on or After\u00a0<\/strong>logic in it.<\/p>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678206975558 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285774725\/original\/LbFSGZ2xAz7OwUALQtrjMyULCNhd4uguww.png?1678206957\" data-attachment=\"[object Object]\" data-id=\"48285774725\" data-index=\"9\" \/><\/p>\n<h3 id=\"The-&quot;Is-before&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\">The &#8220;Is before&#8221; Operator<\/strong><\/h3>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is before&#8221; operator checks if the selected date unit is before the provided input. For example, &#8220;Current Month Is Before June&#8221; will return true for all months before June.<\/p>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678207055615 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285775110\/original\/Bkcc0xt6Pds6vD8yLtPApbAMaM6GcnUwlQ.png?1678207054\" data-attachment=\"[object Object]\" data-id=\"48285775110\" data-index=\"10\" \/><\/p>\n<h3 id=\"The-&quot;Is-on-or-before&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\">The &#8220;Is on or before&#8221; Operator<\/strong><\/h3>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\">The &#8220;Is on or before&#8221; operator checks if the selected date unit is on or before the provided input. For\u00a0<strong>hours<\/strong>, this operator also considers minutes from the same hour. For instance, &#8220;Current Hour Is On or Before 6 PM&#8221; will return true for 6:59 PM because it is considered to be &#8220;On&#8221; 6 PM.<\/p>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\"><img decoding=\"async\" class=\"fr-fic fr-fil fr-dib tdfocus-1678207178780 fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/48285775589\/original\/2EYd4ky4Khaa70G3s6_cbNPSXs3-NMj_Wg.png?1678207145\" data-attachment=\"[object Object]\" data-id=\"48285775589\" data-index=\"11\" \/><\/p>\n<h3 id=\"The-&quot;Is-not-empty&quot;-or-&quot;Is-empty&quot;-Operator\" class=\"tdfocus-1678205761768\" dir=\"ltr\"><strong class=\"tdfocus-1678205734640\" dir=\"ltr\">The &#8220;Is not empty&#8221; or &#8220;Is empty&#8221; Operator<\/strong><\/h3>\n<p class=\"tdfocus-1678206955899\" dir=\"ltr\" data-identifyelement=\"608\">Lastly, the &#8220;Is not empty&#8221; operator checks if the field has a value, while the &#8220;Is empty&#8221; operator checks if the field does not have any value. These two operators are used to ensure that the workflow automation system receives valid input values.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When using\u00a0Includes\/ Does Not Include\u00a0as a condition:\u00a0 Please Note:\u00a0There are several conditional parameters in Workflow Builder where you&#8217;ll have the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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