Managing Dependency Conditions for Custom Process Sequence
Overview
The Manage Conditions feature allows you to control when custom process sequences are triggered within a workflow. You can define conditions based on event data, participant details, workflow settings, products, or activity records. These conditions use AND/OR logic so that only participants who meet your defined criteria enter the custom process.
This is useful for targeting reminders, routing logic, notifications, tagging, segmentation, or any automated actions that should only apply to specific scenarios.
Step-by-Step Approach
1. Access the Custom Process area in your workflow
You can manage conditions from any of the following workflow process areas:
- Engagement Sequence
- Invitation Sequence
- After Registration Sequence
- Before Registration Sequence
- On Waiting List Sequence
- Finalization Sequence
- Initiation Sequence
To do this:
- Open the Workflow Builder
- Select the workflow block that includes the custom process
- Click the Custom Process Sequence
- On Custom Process, click the + icon for Add Condition
2. Manage Conditions pop-up appears
A pop-up opens where you can:
- Create new dependencies (conditions)
- Edit existing dependencies
- Remove dependencies no longer needed
These rules determine when the custom process should run.
3. Create, update, or remove a dependency
Create a new dependency
- Click Add Condition / Add Rule
- Select the object
- Select the field
- Select the criteria
- Enter or choose a value
Update a dependency
- Click the rule you want to modify
- Adjust the field, criteria, or value
- Save your changes
Remove a dependency
- Click Delete / Remove beside the condition
This removes the condition from the logic.
4. Select the Event object
You can build logic based on Event-level data:
- Select Event
- Choose the field
- Select the criteria type (e.g., equals, contains, greater than)
- Select or enter the field value
Common uses include:
- Event type
- Location
- Date
- Status
5. Select the Participant object
You can include participant-based conditions, such as:
- Role
- Registration type
- Attendance status
- Profile details
Steps:
- Select Participant
- Choose the field
- Apply your criteria
- Specify the value
This is useful for targeting specific participant groups.
6. Select the Event Settings object
Use Event Settings conditions when logic depends on configuration rather than data.
- Select Event Settings
- Choose the field
- Apply your condition
- Select or enter the value
7. Select the Product object
If your event includes product selection or purchases:
- Select Product
- Choose the product-related field
- Apply the criteria
- Set the value
Examples include ticket type or add-ons.
8. Select the Workflow object
Use Workflow object criteria to trigger processes based on stage movement or workflow status.
- Select Workflow
- Choose the field
- Apply the condition logic
- Define the required value
9. Select the Activities object
Activities-based conditions allow you to filter based on engagement activity.
- Select Activities
- Choose the activity field
- Apply your condition
- Enter the value
This is useful for behaviour-based automation.
10. Build complex logic using AND / OR
You can add multiple dependencies into a single condition set.
- Use AND when all conditions must be true Example: Registered AND Paid
- Use OR when any condition may trigger the rule Example: VIP Ticket OR Sponsor Pass
This flexibility allows highly targeted automation and workflow routing.
Outcome
Once conditions are configured, the system automatically evaluates participants when they enter a sequence. If they match the rule set, the custom process triggers. If not, they are excluded — ensuring the right automation applies to the right audience with full control and precision.