merchaint · help
Contact supportOpen Merchaint

Narrow a trigger with conditions

In this article

A workflow that runs on everything is slow, noisy, and hard to trust. Most of the time you only care about some records — invoices over a limit, or from one supplier, or in one currency.

  • A walkthrough video, then the six steps to add one
  • The five operators you get, and the one you will miss
  • How to test who created the record
  • Why a record that does not pass leaves no trace at all

01 · Video

Feature walkthrough

Video · adding a trigger condition · 2:00

02 · How

Add a condition

  1. Open the trigger.
  2. Choose the table first. The Conditions (optional) block only appears afterwards.
  3. Press Add Condition.
  4. Pick a field.
  5. Pick how to compare it: Equals, Not Equals, Contains, Greater Than, Less Than.
  6. Type the value.

Add more conditions and they all have to be true. To remove one, press the bin on its row.

03 · Expected result

The workflow now runs only on records that pass. Everything else is ignored, quietly — nothing is recorded for records that did not match, and nothing appears in the logs.

04 · Troubleshooting and notes

There is no "is empty" here

The five operators above are all you get in a trigger condition. If what you actually want is "the PO number is missing", you cannot do it at this stage — add an If / Or step instead, which does have is empty. See Check something before you act.

You can also test who created the record

Switch the field picker from Record to Creator and you get the person’s email, name, job title, department, workspace role and more. That is how you write "only invoices entered by the Finance team".

Match status is in the field list too

Under a Match group at the top, so you can filter on it without using the match-status trigger.

05 · FAQ

Common questions

Do conditions run before or after the workflow starts?

Before. If the record does not pass, the workflow never starts, and nothing appears in the logs.

Can I use OR instead of AND?

Not in trigger conditions — they are all ANDed. For OR, use an If / Or step.

Can I compare two fields against each other?

Not here. The If / Or step can.