If/Else Action: Dynamic Custom Value Picker — Expanded Field Support

Modified on Wed, 17 Sep at 4:31 AM

What’s new?

You can now use the existing Dynamic Custom Value picker with more field types in the If/Else Action:

Expanded Dynamic Fields Support

Numeric (scores, counts)
Date (appointment dates, renewals)
Select / Dropdown (advanced: requires option IDs)
Monetary (invoice totals)

This lets you compare or set values using live variables from earlier steps or stored fields—no more hard-typing numbers or text.

How                                                                                                                                                                                                        
e action in your workflow.

In the condition row, switch the right-hand input to Dynamic Value, then pick the earlier step’s output. Choose the appropriate operator (number, date, or value).
Save and publish.

Note: Select / Dropdown fields use option IDs (not the display names). In many cases you can look up IDs (e.g., Pipeline/Stage IDs) via exports or helper guides.

Why we built it and what's changed

Teams often had to add extra fields or duplicate logic just to compare against a value calculated upstream. Dynamic picking removes those workarounds - you branch directly on the variable you already have, using the same merge-field/variable model used elsewhere in the workflow. 

Example use case

When a new proposal comes in, the workflow pulls the proposal value from an earlier step (for example, a form submission or a webhook) as a dynamic field. If the value is $25,000 or more, the workflow can automatically assign it to a senior partner and flag it for priority follow-up. If the proposal is for less than $25,000, it simply follows the standard process.