How to Add Conditions to a Step in Service Guides

Hi,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your inquiry, it looks like you are trying to add conditions to a step in a Service Guide. Conditions make a step appear only when specific visit attributes are matched, so associates see only the steps relevant to each visitor. In order to accomplish this, you will need the following permissions:

Admin Role with access to Workflow settings and editing permissions.

Once you confirm that you do have access to these settings, please follow these steps:

1. Log in to the Qtrac Admin Portal.
2. In the left navigation menu, click Workflow, then select Service Guides.
3. Open the Service Guide you want to configure.
4. In the Steps section, click the step where the data fields should appear to open the Edit Step panel.
   
5. Scroll to the Conditions section and tick This step has conditions. Then click on the : Click to configure conditions. 
   
   The condition builder will show as a pop up.
6. Click Add Condition.
7. From the Field dropdown, select the visit attribute to evaluate (e.g., Service Type, Visit Reason, VIP flag, a custom data field).
8. From the Operator dropdown, choose the comparison logic (e.g., "equals", "contains", "is set").
9. Enter or select the Value to match against.
   
10. To add more conditions, click Add Condition again and repeat steps 7–9. All conditions use AND / OR logic — the step appears only when every condition is met simultaneously.
    
11. Click Save Changes. The step will now display conditionally based on each visit's attributes.

We hope this article helped you out with your request and clarified things a little bit more.
If you still have any questions, please feel free to get in touch with our Qtrac Support.