---
title: "Conditional workflow alerts and actions"
slug: "conditional-workflow-alerts-actions"
updated: 2026-09-28T06:23:24Z
published: 2026-09-28T06:23:24Z
canonical: "help.quickbase.com/conditional-workflow-alerts-actions"
---

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

# Conditional workflow alerts and actions

A conditional workflow alert or action is when a [delivery event](/fastfield/docs/standard-integration-descriptions-and-definitions) (email, forward, etc) is to happen as a result of content within the form. For example, the equipment being inspected requires maintenance. A conditional alert is created to deliver an email to the maintenance team only when maintenance is required.

## Set up the alerts

We first need to create the alerts in the advanced rules. Open the form that needs the conditional alert. Select Advanced Rules.

![Advanced Rules option in the Form Builder](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/Screen_Shot_2021-07-20_at_8.23.41_AM.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Create the rule

![Advanced Rules panel for creating a new rule](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/Screen_Shot_2021-07-20_at_8.25.37_AM.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Create an alert

Name the alert and select the field or fields within the form that are to trigger the condition. Note. You can use many conditions within a form to set the trigger as well (example. if any of 10 items is NO than trigger the alert)

![Alert naming and field-selection screen in Advanced Rules](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/Screen_Shot_2021-07-20_at_8.28.51_AM.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Create the condition that triggers the alert

![Setting the condition that triggers the alert](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/set-condition.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

Option: Multiple conditions need to be met or any one of multiple conditions (and/or) can be used to trigger the Alert.

![Multiple conditions combined with AND/OR to trigger an alert](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/multiple-conditions.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Create the alert as the action of the rule

![Setting the alert as the action of the rule](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/set-action.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Name the alert

You can put any code that you want. If you have internal codes for "conditions" you can use those codes. If you do not have internal codes, this is an opportunity to create them.

![Naming the alert in Advanced Rules](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/name-alert.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)

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## Add the alert to your delivery options

Now that we have several alerts created for this form, we can add different [delivery options](/fastfield/docs/standard-integration-descriptions-and-definitions) based upon those Alerts. In this example, we will be driving a form to the **Form Submitter** only if the Alert condition is met.

![Delivery options configured to use the alert condition](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/delivery-setup2.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A01%3A38Z&se=2026-10-30T09%3A01%3A38Z&sr=c&sp=r&sig=ELCc0F%2BaWmAJZoU6OpEe9NhRcgoGTDHMnKncw5XurbM%3D)