Setting checkbox conditions in workflow

[gnunez]

Hi all,

We have a form for users to request a name change either first name, last name, and/or middle name. On the form the requester has the option to select more than one option, but in the workflow different tasks should trigger based on their selection combo.

For example:

Option 1: First name and/or last name = 1 task

Option 2: First name and/or last name, and middle name = 2 tasks

Option 3: Middle name = 1 task

I tried playing around with IF and switch conditions but no luck. 

If anyone can provide info it will be greatly appreciated!

Thank you!

Grace

[joel_ruiz1]

You have the right idea with the IF statement in the workflow. We just have to make sure the script logic is correct. Can you provide a screenshot of your IF statement and include the first, middle and last name variable values? 

Thanks!

-Joel R.

[gnunez]

Thanks for the reply Joel, glad to know I'm starting right. 

I'm definitely not a pro at scripting but I tried add 3 different IF statements for each combination.

Below is an example of one:

[joel_ruiz1 · Accepted solution]

Ok so I built this out how it made sense to me in my own Dev environment and this is what I came up with. Use a Branch statement instead of an If statement. See Screenshot

In the Branch here is what I made the condition statements:

and

This worked for me depending on the combination of the 3 name change variables either 2 tasks would go out, or just 1 task would go out.

Hope this helps!

-Joel R.

[gnunez]

Hi Joel,

This is great, thank you so much!!

I have put all 3 conditions in place, but the only one that seems to get a mix up is with middle name.

Example:

I submitted a request where all 3 checkboxes were selected (first, last and middle), but instead of triggering the condition First and/or last name AND middle name change, it triggered 2 (see screenshot below).