Before You Begin
You have access to the Workflows section in Dazos
You understand the basic workflow setup process
You have identified the specific conditions you want to trigger your workflow
Understanding Condition Logic
All Conditions (AND Logic)
All Conditions works as an "AND" statement, meaning every single condition in the group must be true simultaneously for the workflow to trigger.
Example: If you group multiple insurance providers under "All Conditions", the workflow will only trigger if a record somehow has ALL those providers selected at once - which is typically impossible since records usually have only one provider.
Any Conditions (OR Logic)
Any Conditions works as an "OR" statement, meaning if any one of the conditions in the group is true, the workflow will trigger.
Steps to Fix Multiple-Option Workflows
Option 1: Create Separate Workflows (Recommended)
Navigate to your existing workflow that isn't triggering properly
Note the conditions currently grouped under "All Conditions"
Create a new workflow for each individual condition
Clone your original workflow settings for consistency
Set up each workflow with only one specific condition
Test each workflow individually
Option 2: Restructure Using Any Conditions
Edit your existing workflow
Change the condition grouping from "All Conditions" to "Any Conditions."
Verify all your individual conditions are still properly configured
Save and test the workflow
Verification / Expected Result
After implementing either solution:
Your workflow should trigger when any one of your specified conditions is met
Test records with different individual conditions should successfully trigger the appropriate workflow
Email notifications or other workflow actions should execute as expected
Troubleshooting / Common Errors
Workflow still not triggering:
Double-check that your individual conditions are configured correctly
Ensure the workflow is activated
Verify the trigger event (e.g., "when record is updated") matches your testing scenario
Too many emails are being sent:
Check if multiple workflows are triggering for the same condition
Review your workflow conditions to ensure they're specific enough
Consider adding additional filters to narrow down when the workflow should run
Best Practices
Use separate workflows for mutually exclusive options (like different insurance providers)
Use "Any Conditions" when you want the workflow to trigger if any one of several conditions is met
Use "All Conditions" only when you need multiple criteria to be true simultaneously
Test thoroughly before activating workflows in production