Sometimes you need to trigger a workflow on a certain questionnaire answer, or combination of questionnaire answers. This might be when Value > 100,000, for example. However, what do you do when you don't want that workflow to be triggered until the document is signed? This article explains how to create a joint trigger for questionnaire answers and document states.

Method One: From the Document State Trigger

  1. If you have already selected a document state as a trigger, simply toggle the 'only activate if a specific condition is met in the questionnaire' option from below the drop down of triggers.

  2. A condition builder will then appear, where you can build your required conditions.

Method Two: From the Questionnaire Item Trigger

  1. If you've already built your necessary condition, simply re-select the dropdown and chose which document state trigger you'd like to combine with the condition.

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