Run workflows only when a submitted form contains specific answers.
Form answer conditions let you make workflows more specific. Instead of triggering the same action every time a form is completed, you can run a workflow only when certain answers are given.
This is useful when one form can lead to different next steps depending on the customer’s input. Common use cases include:
Notify your technical team when a customer selects SSO required
Show a specific onboarding page based on the selected setup type
Send an internal email when a compliance review is needed
How It Works
Form answer conditions are available for workflows that use the Form Completed trigger. The workflow starts when the selected form is submitted. Valuecase then checks whether the submitted answers match your condition.
If the condition is met, the workflow action runs.
If the condition is not met, nothing happens.
Creating a Workflow with a Form Answer Condition
Workflows are configured inside the Template Editor ( Intro to Workflows ).
To create a workflow with a form answer condition:
Open the template you want to use
Go to Settings and open the Workflows tab
Click Add New Workflow and choose Create a Workflow from Scratch
Under When this happens, select Form Completed and select the form that should trigger the workflow
Click Add Condition, choose the form question and select the answer that should trigger the workflow
Under Then do this, choose one or more actions
Click Create Workflow
Important to Know
Form answer conditions only apply after a form is submitted.
They do not control which questions are shown inside the form. To show or hide questions while someone is filling out a form, use form conditional logic instead.
New workflows only apply to new spaces created from the template going forward. Existing spaces can be managed separately in Settings > Workflows inside the space.