After selecting the required activity, such as a ticket, task (simple or form-based), or schedule email, expand Show advanced options to access additional settings to customize further. 

  1. By default, the Mark it as mandatory checkbox is selected. This ensures the phase is marked as complete only after the activity is completed. To make the activity non-mandatory, simply clear the checkbox.
  2. Under When should this activity be triggered?, choose the preceding activity that must be completed before this one begins.
    Note: The list includes only activities within the same phase.
  3. Under Add conditions, you can specify when an activity should start. You can reference fields from the initiator form or from any other form activity configured in the journey. Note that a condition is evaluated only if the referenced field has a value. If the field is empty at the time of evaluation, the condition is treated as false. 
    Note: Adding conditions is optional. If configured, then the activity is triggered only when all specified conditions are met. You can add up to 10 conditions to an activity.
  4. To add a condition to an activity, perform the following steps:
    1. Select Add condition. (Refer to the image below.)
    2. In the selection panel that appears, do the following:
      1. Choose a field from an existing form or activity, and then click Select.
      2. Define the condition by choosing either includes or excludes:

        1. Includes – The activity will be triggered only when the selected field contains one of the specified values. For example, trigger the activity only if the employee’s work location includes US.

        2. Excludes – The activity will be triggered only when the selected field does not contain any of the specified values. For example, trigger the activity only if the employee’s department excludes Finance.