📖 Set Up Conditional Workflows (IF-THEN Logic)

Conditional workflows allow you to automate step execution based on
specific rules. Using IF-THEN conditions, you can skip steps, jump to another step, or show different instructions depending on workstation, user input, or product specifications.

🔹 Reduce Complexity – Eliminate unnecessary steps for specific workstations, users, or product versions.
🔹 Increase Accuracy – Ensure workers only see relevant instructions based on real-time conditions.
🔹 Improve Efficiency – Automate repetitive decisions to speed up processes.

Step 1️⃣: Set up your expressions

1. Expressions are the baseline of conditions. They can be freely configured or created by using templates.
2. Navigate to Management > Element Management > Expressions
3. Click Create Expression
4. Select your Template:

✅ "Loops" are conditions which count the iteration of a step or a sequence of steps.

1. Select Loop.
2. Type in the amount of necessary iterations for the condition to be true.

✅ "Running in working area" defines the condition which checks on which working area the instruction has been started.

1. Select Running in working area.
2. Select the working area in which the instruction must be started for the condition to be fulfilled.

✅ "Is in user group" is a condition which checks if the executing operator is assigned to the selected user group

1. Select Is in user group.
2. Select the user group to which the operator must belong for the condition to be fulfilled.

✅ "Check data element value" is a condition which verifies if a specific data input is fulfilling the condition.

1. Select Check data element value.
2. Select data set.
3. Define the input value which has to be recorded for the condition to be true.

Step 2️⃣: Open the Work Instruction Editor

1. Navigate to Work Instruction Management.
2. Select an existing instruction or create a new one.
3. Click on a Step to edit it.
4. Scroll to the Expressions / Workflow Management section.

Step 3️⃣: Configure Execution Check Logic (Pre-insctruction Adjustments)

Execution conditions determine if a step is shown or skipped.
They are especially important to adjust the workflow dependent on information which is already known before the instruction (user-group member, workstation assignment etc.).

🔘 Example: Only show a step if the user belongs to a specific group.

1. Click "Add Execution Condition".
2. Select the Condition Type (e.g., user group, workstation, recorded value).
3. Define the rule:
• IF "User Group = Technician"
• THEN Show Step 5
4. Save the condition.

📌 Tip: If multiple conditions exist, all must be met for the step to execute.

Step 4️⃣: Configure Jump Conditions (Dynamic Workflow Adjustments)

Jump conditions allow you to skip or repeat steps based on real-time input. They are especially important to adjust the workflow dependent on actual actions taken within the instruction.

🔘 Example: If a quality check fails, jump back to the rework step.

1. Click "Add Jump Condition".
2. Define the condition:
• IF "Measured Value < 5"
• THEN Jump to Step 3 (Rework Step)
3. Save the jump condition.

📌 Tip: You can create loops by jumping back to a previous step for multiple iterations.

Example Use Cases for Conditional Workflows

✅ Quality Control Checks
👉 Automatically skip steps if a product passes inspection.

✅ Workstation-Specific Instructions
👉 Show different instructions depending on which workstation is executing the task.

✅ Role-Based Instructions
👉 Operators see simplified instructions, while Technicians get detailed steps.

✅ Data-Driven Workflows
👉 Adjust workflow dynamically based on measured values (e.g., sensor data, torque settings).

⚡ Use Clear Naming – Label your conditions descriptively for easy troubleshooting.
📊 Test Before Publishing – Preview different conditions to ensure correct execution.
🔄 Combine with Variants – Use Variants + Conditions for maximum flexibility.

💡 What’s Next?

🎯 Now that you conditional steps are set up, here’s what you should do next:

✅ Integrate Barcode Scanners →
✅ How to Configure Variants →

📩 Need help? Contact support@setago.io