How do I set up Conditional Logic in Playbooks?

Quick Answer

Conditional Logic in Jylo allows you to create dynamic workflows where certain prompts only appear based on previous answers. Set it up by selecting a filter, clicking "Add Condition" in the Filter Conditions section, selecting a trigger filter, and configuring condition details based on the filter type (Yes/No, List of Values, Range of Values, or Text). This creates intelligent Playbooks that adapt to document content.

Detailed Steps

Conditional Logic is one of the most powerful features in Jylo 2.0 Playbooks, enabling sophisticated analysis workflows that respond dynamically to document content. Here's how to set it up:

1. Navigate to the Playbook creation or editing interface
2. Go to Step 2: Prompts
3. Select the filter that should be conditionally triggered
4. Scroll to the "Filter Conditions" section at the bottom of the form
5. Click "Add Condition" to open the condition modal
6. From the dropdown list, select the filter that will trigger this condition
7. Configure the condition details based on the trigger filter's answer type

Configuring Conditions by Filter Type

Each filter type requires different configuration approaches:

For Yes/No Prompts:

1. Select either "Yes" or "No" using the radio buttons
2. Click "Add Condition" to save your selection

For List of Values Prompts:

1. Enter a specific value that should match the potential output of the list filter
2. Click the plus button to add it to the condition
3. Add multiple values if needed (creates an OR relationship by default)
4. Optionally check "Match all values" for an AND relationship (all must match)
5. Optionally check "Fuzzy match" to allow for spelling variations
6. Click "Add Condition" to save

For Range of Values Prompts:

1. Enter minimum and maximum values in the respective fields
2. The condition triggers when the filter's value falls within this range
3. Click "Add Condition" to save

For Text Prompts:

1. Enter the text you expect to find in the filter's response
2. Optionally check "Fuzzy match" for minor spelling differences
3. Click "Add Condition" to save

Tip

Conditions in Jylo 2.0 work across multiple prompts, but with one important limitation: parent prompts cannot be conditioned on their sub-prompts. However, prompts can trigger conditions on other prompts in different branches of your Playbook.

Common Questions

Which filter types can trigger conditions?

All filter types except "Generative" can trigger conditions. This means Yes/No, List of Values, Range of Values, and Text prompts can all be used as triggers.

Can I set up multiple conditions for a single filter?

Yes! You can add multiple conditions to the same filter. The filter will appear when ANY of these conditions are met (they operate with an OR relationship).

What happens when conditions are not met?

When conditions are not met, the filter will not appear in the Flow interface. Importantly, if a parent filter isn't triggered, none of its sub-prompts will appear either, regardless of their own conditions. This hierarchy ensures the verification process remains clean and logically structured.

If You're Still Stuck...

If you're having trouble with Conditional Logic:

1. Double-check that your trigger prompts are placed before the conditional prompts in the workflow
2. Verify that your condition values match the expected outputs of your trigger prompts
3. Test your Playbook with sample documents to see if conditions trigger as expected
4. Try simplifying complex condition chains to isolate any issues

Still need help? Contact us via Zendesk.

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