Conditional requirements

Published

November 27, 2025

Configure conditional requirements on certain workflow step types.

Prerequisites

Configure conditional requirements

Conditional requirements are required or optional for the following step types:3

Model Stage Change optional

  1. Under when these conditions are met, set your AND and OR conditions.

  2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

    • Click Add Rule to add an independent rule.
    • Click Add Group to add a linked group of rules that all must be true to qualify.

User Action v2 optional

  1. Under display action button when, set your AND and OR conditions.

  2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

    • Click Add Rule to add an independent rule.
    • Click Add Group to add a linked group of rules that all must be true to qualify.

  • Select any requested fields4 to be entered by users during the action.

  • Toggle Optional to on if the field should be optional and not required.

  1. Toggle Enable deadline on to configure a user action deadline for when users should complete this action by.

  2. Then, under end action, select the type of deadline:

    • After Time Interval — Set the amount and unit of the deadline.
    • At Specified Date — Set the date and time the action should wait until.
    • At Specified Date on Model Field — Select a date, date time, or calculated model field that defines the deadline.
    • Time Delta from Specified Date on Model Field — Select a date, date time, or calculated model field to calculate a deadline from, then set a time delta direction and wait duration.

Approval required

  1. Click Add Rule under approval group to set your AND conditions.5

    Select from either User Roles,6 Model Stakeholder Types,7 or User Type inventory field8 for your approval group.

  2. Select the fields to review shown to your approval groups as read-only fields.

5 One approver per rule must provide approval.

Broadcast required

Select from either Model Stakeholder Types9 or User Roles.10

Condition Branch required

  1. Under each branch’s conditions, set your AND and OR conditions.

  2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

    • Click Add Rule to add an independent rule.
    • Click Add Group to add a linked group of rules that all must be true to qualify.

Wait required

Select when you would like to resume workflow:

Set the wait duration in minutes, hours, or days.

Set a time to wait until as defined by a specific timestamp.

Set the model field11 with a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.

Time Delta from Specified Date on Model Field

  1. Set the model field12 to a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.

  2. Select a time delta direction relative to your selected field.

  3. Enter in a wait duration in minutes, hours, days, or months for the delta.

HTTP Request optional

  • Enter in a request timeout in seconds under timeout (seconds).

  • Max 300 seconds, or enter 0 to disable timeout.

Toggle the following request options on or off:

  • fail on non-2xx — Whether or not the request will be considered failed if the response status code is not in the 2xx range.

  • allow invalid certificates — Whether or not the request will be allowed to use invalid certificates.

  • follow redirects — Whether or not the request will follow redirects.

  • require https — Whether or not the request will require HTTPS.

Enter in optional headers to include with your request:

  1. Click Add Header under headers to enter a header.

  2. Provide a Header Name and Header Value.