---
title: "Set up step conditions"
slug: "set-up-step-conditions"
description: "Define conditions for workflow steps to ensure tasks are assigned only when criteria are met, optimizing your data entry workflow efficiency."
tags: ["Task topic"]
updated: 2026-07-06T13:09:20Z
published: 2026-07-06T13:09:20Z
canonical: "docs.staedean.com/set-up-step-conditions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up step conditions

You can define conditions for each workflow step. During workflow execution, if a step’s condition is:

- Met, the workflow task is created and assigned.
- Not met, the workflow task is created and skipped. All its subsequent tasks are also skipped, unless a subsequent task is linked to another parallel task whose condition is met.

This ensures that workflow tasks are only assigned if they belong to a valid path with all conditions met.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Workflow diagram** section, select the desired step.

> [!NOTE]
> **Note**:
> 
> - Make sure the **Steps** section is in edit mode.
> - You can also select the desired step in the **Steps** section, in the tree.
5. In the **Steps** section, click the **Conditions** tab.
6. Click **Add**.
7. Define the field which values you want to use to set a condition.

In the **Record field** field, enter or select a value.

> [!NOTE]
> **Note**
> 
> You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown:
> 
> - **Document record**: Only show the fields of the selected workflow document record.
> - **Step**: Only show the fields of the selected step.
> - **From previous steps**: Select this check box to only show fields that are defined for previous steps.
8. Define the range of values that define the condition. The data entry workflow step only applies to the defined range of values.

In the **Range** field, enter or select a value.

> [!NOTE]
> **Notes**
> 
> During workflow execution, the workflow can return to a task which step conditions were not met the first time. However, values that are used in conditions can be changed in the mean time. Therefore, each time a workflow task is created, the applicable step conditions are applied again.