And

Use an And card to decide whether a workflow should continue after its When trigger. Add the checks you need before the Then action. Each card shows fields to fill in, such as Operator, Field Name, or Value; the screenshots show the available card templates, not completed rules.

In the Workflow Builder, select Add Card under And.... Choose a category on the left, or type a card name in Search Card. Select a card preview to add it to the workflow. You can scroll the preview list to see more cards. Use × to close the picker without choosing another card. After configuring the cards, save the workflow. See Workflow for the surrounding When, And, and Then steps.

Compare with Purchase Order

Use these cards to compare order or invoice data with a purchase order, such as unit price, promised delivery date, charges, or quantity. Choose the fields, operator, and any tolerance that the selected card asks for. See Compare with Purchase Order for the individual cards.

Compare with Purchase Order category in the English Sandbox.

Document Field

Choose this category to check a checkbox or field status, compare a field with a value, or compare two fields. Fill in the Field Name and Operator placeholders on the chosen card. Some comparisons also ask for a tolerance. See Document Field.

Document Field checks use values from the current document.

Date & Time

Use Date & Time to compare a date or time with a range, or compare Today with a chosen date. Select the Operator and date values in the card. See Date & Time.

Date & Time offers a range check and a check against today.

Document

Use these cards when a workflow should depend on the document type or sub-organization. Choose the type or organization named in the card. See Document.

Document conditions check type or sub-organization.

Logic

This category includes checks using a decision table, an HTTPS response, module availability, a quoted item price, a chance value, or two values. Open the specific card and fill in its named placeholders; for example, the HTTPS card asks for a URL, method, and accepted status code. See Logic.

Logic offers several different condition types; choose the one that matches your rule.

Status

Use Status to check whether a document has a chosen status or whether its status is in a selected set. Choose the Operator and Status in the card. See Status.

Status conditions check the current document state.

Table

These cards examine document table rows. The visible options include date checks, text patterns, shelf life, and comparisons between columns. Select the Table name and Column Name before choosing an operator or pattern. See Table.

Table conditions use rows and columns from a document table.

Compare with Quote Price

Use these cards to compare an item with quoted price data. The visible choices cover item ID, supplier type, supplier item ID, unit price, and unit of measure. The Operator and data placeholders depend on the card you select.

Compare with Quote Price is a separate category in the current card picker.

Assignee

Use Assignee when the condition depends on the assigned user or group. Choose whether to compare with one user or group or a selected set. See Assignee.

Assignee conditions check the user or group assigned to the document.