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Conditions

Conditions are optional. They restrict a rule so it only runs in specific cases. Each condition compares a field with an operator and — for most operators — a value.

You can add several conditions. All of them must be true for the rule to run (logical AND).

For how to add conditions in the editor, see Creating a rule.

Operators​

The same operators are available in every area. Whether a value input appears depends on the operator.

OperatorMeaningNeeds a value?
EqualsThe field exactly matches the value.Yes
Not equalsThe field does not match the value.Yes
ContainsThe field contains the value.Yes
Does not containThe field does not contain the value.Yes
Is emptyThe field has no value.No
Is not emptyThe field has any value.No
Greater thanThe field is greater than the value.Yes
Less thanThe field is less than the value.Yes
Starts withThe field begins with the value.Yes
Ends withThe field ends with the value.Yes

Before-change operators​

These six operators compare a field's value as it was before the change that triggered the rule. They let you react to how a value changed — for example, only run when the status changed away from a specific value.

OperatorMeaningNeeds a value?
Before change equalsThe previous value exactly matched the value.Yes
Before change not equalsThe previous value did not match the value.Yes
Before change containsThe previous value contained the value.Yes
Before change does not containThe previous value did not contain the value.Yes
Before change is emptyThe field had no value before the change.No
Before change is not emptyThe field had any value before the change.No
Only available with the "…updated" trigger

The before-change operators appear in the operator list only when the rule's trigger is the …updated trigger of its area (for example Task item updated or Project updated). They are not available for …status changed, …marked as done, or any other trigger.

Condition fields​

The fields you can check depend on the area. The Type determines the value editor (text, number, date, yes/no, or a selection).

Person and list fields

Person fields such as Created by, Changed by, Performed by, Manager, or Customer are compared as display names, not as email addresses or IDs. Fields that can hold several entries — Team, Categories, Contributors — contain all entries as one text. Use Contains (or Is empty / Is not empty) for these instead of Equals. For person-name fields, text comparisons are case-insensitive. For example, max mustermann and Max Mustermann match.

Tasks​

FieldType
TaskText
Description (Task)Text
Task Status (Name)Selection or text (typed status name)
Assigned to (Name)Selection
Project nameText
Division nameText
Effort (Task) HoursNumber
Booked time (hours)Number
Task CompletedYes/No
StartDate
Due DateDate
ContributorsText
Created byText
Changed byText
Created onDate

Projects​

FieldType
Project nameText
Project numberText
Project statusText
DivisionText
Start dateDate
End dateDate
Is archivedYes/No
Is requestYes/No
Risk scoreNumber
Size scoreNumber
Value scoreNumber
CustomerText
ManagerText
TeamText
CategoriesText

Budgets​

FieldType
Budget nameText
Budget typeSelection
Budget dateDate
AmountNumber
Consecutive numberNumber

Documents​

FieldType
File nameText
File typeText
Folder pathText
StateText
Created byText
Changed byText
Created onDate
Modified onDate

Time entries​

FieldType
NameText
DescriptionText
StartDate
EndDate
Duration in minutesNumber
BillableYes/No
BilledYes/No
Performed byText
Created byText
Changed byText
Project nameText

Planning​

FieldType
NameText
WBS codeText
ProgressNumber
StartDate
EndDate
Is milestoneYes/No
Is groupingYes/No
Duration in hoursNumber
Work amount in hoursNumber

Line items​

FieldType
DescriptionText
QuantityNumber
UnitText
Price per unitNumber
AmountNumber
Is billedYes/No
Is billableYes/No
GroupText

Risks​

FieldType
NameText
DescriptionText
LikelihoodNumber
ImpactNumber
ScoreNumber

People​

FieldType
NameText
First nameText
Last nameText
Display nameText
CompanyText
EmailText
PhoneText
MobileText
PositionText
DepartmentText
StreetText
ZIP codeText
CityText
CountryText

Organizations​

FieldType
NameText
Customer numberText
StreetText
ZIP codeText
CityText
StateText
CountryText
DomainText

See also Triggers and Actions.