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Workflow criteria and actions

  • July 26, 2021
  • 1 reply
  • 48 views

Is there a way to add to the conditions and actions on the workflow. For instance i want the action to be if the category is X - show the following choice list in another field? is there a way to add to the conditions and action criteria?

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zachary.king
Skilled Expert
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  • Skilled Expert
  • 951 replies
  • July 29, 2021

Hello @shirleymac 

To enhance the functionality of conditions and actions you should look at incorporating Custom Objects and the Orchestration Center. 

https://support.freshservice.com/support/solutions/articles/50000003118-using-custom-objects-in-workflows

https://support.freshservice.com/support/solutions/articles/50000002961-introducing-orchestration-center

But from your use case I would look at “Business rules for forms” here:

https://support.freshservice.com/support/solutions/articles/50000003641-create-no-code-dynamic-change-forms-using-business-rules

 

Hope this helps,

Zach


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