This update adds Conditions support for the AI checklist field. Conditions now evaluate for AI fields and, as a result, you can configure specific behaviours for your AI checklist field. This includes all three condition types - Show until condition met, Hidden until condition met, and Disable until condition met.
What’s not supported in this release:
Inside the AI checklist field conditions, the Mandatory until condition met field is not supported. Additionally, it’s important to note that for any other checklist field, you cannot use an AI checklist field as a Condition. This is because the AI checklist field is a button, and there is no field value to evaluate for qualifiers.
Start by navigating to the Manage view section → Open any process with an AI checklist field.
Open the AI checklist field → Settings → Conditions.
You will see three types of Default states. You can choose any one:
Show until condition met
Hidden until condition met
Click + Add New Condition, then configure the sections below:
Condition: In this field, you can select which metadata or checklist field you want your condition to evaluate on.
You can choose one of the metadata fields, such as Owner, Due date, Status, or User (Current user). Alternatively, you can pick one of the checklist fields of that process.
Note that the AI checklist field will not appear in this dropdown, as conditions based on the AI field cannot be created. The same is true for the following checklist fields: PDF, Revision, Section, and Subsection.
(Optional) If required, you can combine multiple conditions by using the “+ Add condition (AND)”. This functionality will evaluate as an AND condition, meaning that you can add multiple conditions to be true together for your chosen behaviour to evaluate as true.
(Optional) You can also use an OR condition in the AI checklist field. This means that you can add multiple conditions, and the system will first evaluate the 1st condition, if it’s not true, then move on to the next condition. If any one of the conditions is met, the system will evaluate the chosen behaviour.
Note that the system always evaluates the 1st condition initially; if the qualifier in the 1st condition is met, the chosen behaviour will evaluate. Only when the 1st condition is not met, the system will move on to the next condition.
Once you have configured your conditions, you can click on the “Update Field Settings” button followed by the “Save & Exit” button.
The AI checklist field conditions did not exist earlier as a functionality. This release adds conditions as part of the AI checklist field.
The AI checklist field supports only three behavior categories - Show until condition met, Hidden until condition met, and Disable until condition met. The Default State “Mandatory until condition met” is not available for the AI checklist field.
Specific field types are excluded from being used in the Condition selector when configuring AI conditions. The following field types cannot be selected as inputs for conditional evaluation:
AI Field
Qualifier: Qualifiers help you select what state you want your condition field to be in for your condition to evaluate. For example, you can select when your condition field is filled, then you want the behaviour that you will select in the next step to evaluate.
Note: If your qualifier is not met, your condition will simply stay in the Default states.
Behavior: Select the behaviour you want your field to apply if the condition is fulfilled. You can choose from the three options below:
Hide field
Disable/Lock field
Show field.
is part of
Specific groups
True when the Owner belongs to any selected group.
Owner
is empty
—
True when the Owner field has no user assigned.
Owner
is filled
—
True when the Owner field has a user assigned.
Due Date
is empty
—
True when the Due Date field has no value.
Due Date
is filled
—
True when a Due Date is present.
Due Date
is overdue
—
True when Due Date is past the current date/time.
Status
is any of
Status category (COMPLETED, PENDING)
True when the record’s Status matches any selected status.
Status
is none of
Status category
True when the record’s Status matches none of the selected statuses.
User (Current user)
is any of
Specific users
True when the logged-in user matches any selected user.
User (Current user)
is of role
Admin, External User, Org Member, Read Only, Vendor
True when the logged-in user’s role matches any chosen role.
User (Current user)
is not of role
Admin, External User, Org Member, Read Only, Vendor
True when the logged-in user’s role matches none of the chosen roles.
User (Current user)
is part of
Your org Groups
True when the logged-in user belongs to any selected group.
User (Current user)
is creator
—
True when the logged-in user is the record creator.
User (Current user)
is owner
—
True when the logged-in user is the record owner.
is approved
—
True when the approval state is Approved.
Linked Record Field
is any of
List of records of the linked process
True when the Linked Record checklist field contains any selected record.
Linked Record Field
is none of
List of records of the linked process
True when the Linked Record checklist field contains none of the selected records.
Linked Record Field
is filled
—
True when the Linked Record checklist field is attached in the record.
Linked Record Field
is empty
—
True when the Linked Record checklist field is empty in the record.
Number Field
is greater than
Numeric value
True when the field value is > given number.
Number Field
is less than
Numeric value
True when the field value is < given number.
Number Field
is equal to
Numeric value
True when field value exactly matches the given number.
Number Field
is filled
—
True when a numeric value is present.
Number Field
is empty
—
True when the number field has no value.
Picklist Field
is any of
Picklist options of the current process
True when selected picklist value is one of the chosen options.
Picklist Field
is none of
Picklist options of the current process
True when the picklist value matches none of the selected options.
Picklist Field
is filled
—
True when a picklist selection exists.
Picklist Field
is empty
—
True when no picklist option is selected.
User Field
is filled
—
True when User field has a user selected.
User Field
is empty
—
True when User field has no selected user.
User Field
is current user
—
True when the selected user matches the logged-in user.
User Field
is any of
Specific users
True when the selected user is in the specified list.
User Field
is none of
Specific users
True when the selected user is not in the specified list.
File Upload Form Text Rich Text Date
is filled
—
True when the field contains data (file uploaded, text entered, date selected, etc.).
File Upload Form Text Rich Text Date
is empty
—
True when the field contains no data.
AI checklist field is hidden
Apply selected Behavior: a. Show field b. Disable/Lock field
Hide field (redundant as the Default state and behaviour is same)
Disable until condition met
AI checklist field is disabled/locked
Apply selected Behavior: a. Show field b. Hide field
Disable/Lock field (redundant)
PDF Field
Approval Field
Revision Field
Section
Subsection
Condition
Qualifier
Values (if applicable)
How the behaviour will evaluate
Owner
is any of
Specific users
True when the Owner matches any selected user you added in the Values field.
Condition
Qualifier
Values (If Applicable)
How It Evaluates
Approval Field
is empty
—
True when no approval response exists.
Show until condition met
AI checklist field is shown.
Apply selected Behavior: a. Hide field b. Disable/Lock field
Show field (no visible change as the Default state and behaviour is same.)
Owner
Approval Field
Hidden until condition met