Topline OS expands the Dynamic Custom Value picker inside the If Else action. You can now select from a wider range of fields and sources, insert values directly, and compare them reliably to route contacts down the right path.
Expanded field support in the Dynamic Custom Value picker for If Else
Browse and insert values from more sources, such as contact fields, opportunity fields, recent activity, and custom objects where available
Cleaner selector UI with search and categories
Fewer manual placeholders and typos thanks to point-and-click insertion
More reliable comparisons across text, numbers, dates, and booleans
Use explicit operators that match field types, for example equals for text, greater than for numbers, is empty for missing values
Normalize text where needed, for example convert to lowercase before comparing
Keep branches focused. Multiple simple conditions are easier to debug than one complex compound rule
Add a final else path that logs or tags unmatched cases for later review
Step 1
Open Workflows and add or edit an If Else action.
Which fields are supported in the picker
Common sources include contact, opportunity, recent activity, and custom objects where enabled. Availability varies by account.
Can I compare two dynamic values
Yes. You can select a dynamic value on both sides, for example contact.owner equals opportunity.owner.
How do I handle empty or missing fields
Use is empty or is not empty operators to avoid false negatives when data is missing.
Do date comparisons support before or after
Yes. Use after, before, or between for date and datetime fields. Ensure consistent timezones if you compare across sources.
How can I debug conditions
Test with known records, add a temporary tag or note in each branch, and review the workflow’s execution logs.
