IF

Use the IF function to return one value if a condition is TRUE and another value if it's FALSE.

Use

IF( condition, value_if_true, value_if_false )
Returns the first value if the logical condition is TRUE otherwise return the second value.

Parameter	Required	Description
condition	Yes	the logical condition to evaluate
value_if_true	Yes	the value to return if the logical condition is TRUE
value_if_false	Yes	the value to return if the logical condition is FALSE

Returns

A value with the same type as value_if_true

Examples

Variable Update for Automated Status Labeling

You can use the IF function in a Variable Update Formula to categorize a request based on numeric thresholds, such as an expense claim amount.

• Scenario: You want to update a variable called $ReviewType after a trigger form is submitted. If the claim amount is over $500, it is labeled "High Level"; otherwise, it is labeled "Standard".
• Formula: IF(@Trigger.out.ClaimAmount > 500, "High Level", "Standard").
• Logic: The function evaluates the output ClaimAmount. If the condition is met, the variable stores the first text string; if not, it stores the second. This variable can then be displayed in a Content Block to give reviewers immediate context.

Conditional Activity Assignment

You can use an IF function within an Activity Assignment Formula to dynamically choose which group receives a task based on a selection made in the trigger form.

• Scenario: A user selects their department from a dropdown. If they select "Finance," the activity is assigned to the Finance group; otherwise, it goes to the General Admin group.
• Formula: IF(EXACT(@Trigger.out.Dept, "Finance"), { 'group:Finance' }, { 'group:GeneralAdmin' }).
• Logic:
  • EXACT: Ensures a case-sensitive match for the department name.
  • { 'group:...' }: Wraps the group literal in curly braces to ensure the formula returns a Person Array, which is required for assignment formulas.
  • Result: The activity is routed to the correct team automatically based on the "Finance" condition.