You can add conditions
to a process flow in Microsoft Power
Automate to create logical decision-based operations
and enable branching to produce different outcomes based on whether a condition
is met or not. Assessing the client's
annual revenue figure is the next stage of
the decision process. You need to add a condition
stage in the flow where the revenue figure
will be checked to see if it is over
a certain amount. Let's look at how to implement conditions in a
business process flow. In the right-hand pane, switch to the Components tab. You can add a
Condition component by dragging it into
the Designer Canvas. Notice that as soon as you
begin to drag Condition from the Components tab
a plus sign box appears in the Designer screen. You will need to position
the mouse over this box so that it appears white
rather than transparent. When you release
the mouse button, the condition will be added as the next stage in the flow. Once the customer's revenue
figure has been input, you need the flow to check if it exceeds a designated
threshold figure. If it does, the customer will automatically be
assigned a credit limit. If it doesn't, you want a credit hold to be
assigned instead. Notice that the Condition
box has a green tick mark to indicate yes and a
red X to indicate no. The yes path is what will happen if the specified
condition is met. The no path is the
route the flow will take if the specified
condition is not met. Click on the Condition stage to ensure that it is selected. The properties box for this
stage will open on the right. First, you need to
name the condition. Then underneath, you can set up the condition or rule
that you want to apply. For a customer to be given
a credit limit immediately, the company revenue
must exceed 100,000. That is the condition
you are going to create. In Field, you can select
the Annual Revenue field. In Operator, select is
greater than or equal to. In Type, select a Value. Finally, in the
value box itself, you can enter the threshold
figure of 100,000. It's not necessary
to add a comma to this figure because as soon as you click into the final box, the number format is changed
to make it easier to read. The box at the bottom of the properties will
provide a summary of the rule that you are
creating so that you can be sure that you have
made the correct choices. Click on Apply. Notice how the process and the
stages that you have added are reflected in the flow
map in the bottom left. If you cannot see the full map, click on the arrow
expand symbol in the top right corner of the
map to have a full view. Now that you have told the
flow what condition to apply, you will need to add
two other stages. What should happen if
the customer's revenue meets or exceeds the
threshold figure? What will happen if
the customer revenue is below that figure. First, you can specify what should happen if
the condition is met. Switch to the Components
tab on the right-hand side. Drag a stage component to the plus box next to
the green tick mark. As before, the properties
box opens on the right. You can name this stage
set credit limit. Notice account is again
pre-filled as the entity. Click Apply. This
stage has been named, but it is still not
doing anything. You need to expand
the details on the set credit limit stage
and then select data Step 1, the properties pane
opens on the right. You can name this step, set limit to 10,000. You also need to associate it
with a credit limit field, which is one of the columns
in the account table. Choose that column in the
drop-down under data field. Remember to click Apply to close the details
on this stage. Now, you'll need to add a
stage for the no path so that you can specify what will happen if the
condition is not met. First, switch back to the
component tab on the right, and then drag a
stage component to the plus box under the
red X condition stage. You need to name the stage, select the New Stage, and in the properties
box on the right, enter the name, Set a credit
hold, and click Apply. Now you can expand
the details on this stage and select
the data Step 1. In the properties
box on the right, you can name this step
Set Credit hold to Yes. You can also associate it
with a credit hold column. Click Apply. You have added the necessary stages
to the process flow. On the action bar, there's a validate choice. If you click on this, the designer would
check that there are no errors in the
construction of the flow. Here it tells you that the
validation is successful. Now that your flow
has been validated, you can click on Save
on the action bar. The business flow
will not be available to others until it is activated. Our final step here
is to click on Activate and then close the tab. The business flow just
created should now be visible in the My Flows
list and Power Automate. If you do not see it
immediately, refresh the screen. Great. Now you have some conditional
logic built into your business process
flow. Well done.