Specify the conditions for a workflow step

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1. Select the line in your workflow logic where you want to insert a check condition An element of workflow logic that defines a specific situation and any actions that should be taken if that situation occurs. A logical "if-then" statement in a workflow or dialog. step.
2. On the Workflow Logic toolbar, click Add Step, and then select Check Condition.
3. In the check condition step, click condition.

1. In the Specify Condition dialog box, select the condition An element of workflow logic that defines a specific situation and any actions that should be taken when that situation occurs. A logical "if-then" statement in a workflow. for the step:

   Tip: After you specify one condition, move your cursor over the area to the right of the condition you just specified. New fields appear, in which you can specify additional details about the condition.

   1. In the first list, select a primary entity The entity that a related entity is associated to. Sometimes called a parent entity. or related entity An entity that is associated with a primary entity (record type) through a unique reference defined by using a lookup control on the related entity form. For example, an account has a unique reference to a primary contact..
   2. In the second list, select a field A property of an entity with a specific data type. Fields are analogous to columns in a database table. When they are added to an entity form, they are displayed as fields that correspond to their data type. in the entity you selected in the previous step.
   3. In the third list, select the logical operator An element of logic that affects the outcome of a logical expression. Examples of logical operators include Equals and Contains. In Microsoft Dynamics CRM, logical operators are used in Advanced Find queries, as well as in workflow conditions and dynamic values. that best fits the condition you want to specify, such as Contains or Equals.
   4. In the last lists or boxes, enter the values that you want to use as the criteria for your condition.
   5. Click Save and Close.

   Tip: You can specify multiple conditions for a single process step. After you select an entity from the first column, a second line appears, where you can specify another condition. The process considers the conditions to have been met only when an event matches all of the criteria.

1. In the Specify Workflow Condition form, click Save and Close.
2. In the Workflow form, click Save or Save and Close.