Logic: Case

Knowledge Center > Workflow > Workflow Tasks > Logic: Case

Logic: Case

The case task splits the execution of a workflow into several branches based on the value of a data field or a combination of multiple data fields, or based on the conditional statements that you define. 

Task Settings

Enter the data field or conditional statements in Liquid in the Case Value field. Add the values of the data field or conditional statements in the case fields. Click Add Case to add a new case and click the delete icon to delete a case.

A Single Data Field

Branching based on the value of a single data field is straightforward. For example, if you need to branch a workflow based on account currencies, you can specify Data.Account.Currency (in double curly brackets) as the case value, and define USD, JPY, and CNY as the cases.

Combination of Multiple Data Fields

To handle outcomes that involve multiple data fields, you can use the append method to combine these fields in Case Value. For example, you can define a combination of account currency and bill contact state using this statement:

 {{ Data.Account.Currency | append: ‘--’ | append: Data.BillToContact.State }}

For cases, you can use ‘USD--GA’ or ‘USD--IL’.

Conditional Statements

If you need to branch a workflow based on conditions, you can enter the conditional statements in Liquid in the Case Value field. Here is an example of defining cases based on conditions. 


Workflow Design Considerations

After you complete the configuration of a case task, you must add a task following the case task for each defined case to start a branch. 

Note that you can select Else to handle all values that are not defined in cases.


Below is an example of multiple branches created after a case task. 


Last modified



(not set)