Conditional logic for Automations (And/Or operators) | Voters

Conditional logic for Automations (And/Or operators)

Mubde ABSI

Logical operators in Actions are necessary such as AND, OR, XOR, etc... for example, Custom Field Value Or another Custom Field Value

September 13, 2020

Zach

This will unlock some really powerful workflows, I agree!
Could you tell me which tools you use or have used that you really appreciated the way they built their conditional logic? Screenshots would be amazing.
We are doing some scoping on this feature right now, and I want to make sure it's up to par for you.

Jackson James

Zach Doing this with a map-like approach, similar to ActiveCampaign and Zapier, would be amazing (screenshots attached).
However, since this would require a complete redesign of the ClickUp Automations UI, what if this was done similar to the Freshdesk automations UI?
This would be more comparable to how ClickUp’s automation UI is already laid out (screenshots attached).
In the screenshots, you can see the Freshdesk UI offers the following conditional operators:
• Match ANY / Match ALL
• By clicking “+ Add new condition” multiple AND operators can be added.
• By clicking “+ Add new filter” the user can add another AND/OR group of multiple conditions.
Example ClickUp automation for an Electrician:
• Match ANY
• If task is tagged “sales”
• AND Condition Group 1: Custom Field “Product” is “Full Home Service”, AND Custom Field “City” is “Sydney”
• OR Condition Group 2: Priority is “Urgent”
• Action: Assign task to Sales Team

Zach

Jackson James: Amazing feedback, thanks Jackson

Kolton White

Hey Zach, I like Jackson's note! Somewhat similarly - Jira had a map-like approach with if/then conditions and also branches.
I will say though that it was not the most user-friendly and there was no quick way to add simple automations. So even a hybrid approach where the current UI exists unless you click a prompt for conditional logic would be nice.
But I would definitely sacrifice some user-friendly design in favor of having more granular control over automations since its more of a set it and forget it experience.

Zach

Kolton White: Cool, noted your feedback and screenshots - thank you!

Miriam Daub

Zach while somewhat imperfect in terms of UI, I do like how Hubspot's workflows work. I have flexibility on triggers (with conditional logic from all fields within Hubspot), branching of actions based on conditions, multi-step actions, etc. I can provide more screenshots if helpful, but just two quick ones to show them

Wim Delfs

Hi Zach ! Really great to hear that you're working on conditional logic. That can truly unlock powerful workflow possibilities.

At the moment, all automations that aren't yet possible within ClickUp are handled through Make.com. We rely on it daily to build complex, dynamic workflows between different tools.

What we really appreciate about that platform:

The visual canvas makes it easy to build and understand even large, multi-step workflows.
It allows for very granular filters and conditions at every point in the flow.
You can easily transform data along the way (e.g., formatting dates, splitting text, etc.).
Real-time testing and step-by-step debugging save a lot of time during setup and troubleshooting.
The flexibility with routers and branching makes it easy to structure complex logic without losing oversight.

If ClickUp builds something that enables this kind of logic natively, that would be a huge value-add for us.

Haeyoung Lee

+1 this would make it much easier to manage automations

Please add this. So much work creating automations when you have to add...

Existing Task Added = 1 Automation
Task Moved here = 2nd Automation
Task Created here = 3rd automation

All should be "Or" for one smooth automation for ANY task that shows up on a board run a automation

David Conquest

I'm trying to add an OR in automation but only see an AND. It would be very nice to see an OR added to this function.

Daniel John Southwood

I am using it to keep track of the years and months for specific tasks. Currently have over 100 automations, ranging from Vat submissions to Financial statements. Need the or condition when a task is created, and the custom field 1 is set to F/S, custom field 2 is 2024, set 2 to 2025, if 2025 set to 2026 and so. Currently, loads of errors are happening where the recurring happens, then my task gets moved to 2030 instead of just +1 to the year custom field. Quite annoying and counter productive

Mohit K

Would be great if we can add Conditions for dates as well, if Day is Saturday or Sunday, Change the day to Monday using automation

Graham Finlay

Extending the logic operators will help reduce the number of automations used as well as being able to add more complex ones. I would say this is a very worthwhile development

Lê Thiên Công

THIS IS A VERY NECESSARY THING

Lê Thiên Công

I HOPE TO HAVE THIS FEATURE SOON

Alex Morgan

This would be wonderfully useful to have multiple triggers feed into the same resulting automation with an OR statement

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