When any and When all are conditional statements that dictate how your filters and rule groups in filters will be evaluated in the automation engine. A filter can only be added once a trigger is added, and a rule group is a combination of filters. When any or When all can be used in rules groups within Automation to create complex logic statements.
When any: The "OR" Statement
The When any condition will place an “OR” statement between filters.
Example: When filter A - OR - filter B are true, execute the following workflow or add the lead to a list.
When all: The "AND" Statement
The When all condition will place an “AND” statement between triggers and /or filters.
Example: When filter A - AND - filter B are both true, execute the following workflow or add the lead to a list.
The same conditional statements can be applied in between Rule Groups to create more complex rule sets by mix and matching conditional statements.
An automation task is a set of triggers and filters that is attached to one or more action groups. An automation task includes at least one trigger, and can optionally include filters and actions.
A trigger is an event that results in an action group running. Only triggers can start an action group, and at least one trigger is necessary to perform any automated action.
A condition is a modifier that determines how a trigger fires.
- The exactly condition means the lead must activate the trigger an exact amount of times for the trigger to fire.
- The or more condition means the lead must activate the trigger at least a set amount of times. If a lead activates the trigger fewer times than the set amount, the trigger will not fire.
- The or less condition means the lead can activate the trigger up to the set amount of times. Any more than the set amount, and the trigger will not fire.
A filter is an optional part of an Automation Task that is used to narrow the scope of triggers. Filters are only tested when triggers are fired.
An action group is a set of actions grouped together to accomplish a desired result. Action groups can be saved independently and attached to one or more triggers in an automation task.
A rule group is the collection of conditions that modifies a trigger or filter.
- The when all rule group is required if every condition in the automation task should be true before setting off the attached action group.
- The when any rule group is required if the action group will be set off when any of the conditions are met.
An action is an event that happens as a result of an action group running. An example of an action is a trigger immediately sending an email.