---
title: "What’s New in Willow360 v2.0: Conditional Actions for smarter workflows"
url: "https://help.willow360.com/en/article/whats-new-in-willow360-v20-conditional-actions-for-smarter-workflows"
language: "en"
last_updated: "2025-10-24T16:57:01.532Z"
---

# What’s New in Willow360 v2.0: Conditional Actions for smarter workflows

We’re thrilled to announce **Willow360’s biggest update yet — Version 2.0.4** This major release introduces powerful new **flow control features** that let you build smarter, more dynamic workflows. Whether you're managing invoices, approvals, or document routing, you'll now have the flexibility to handle real-life scenarios with ease.

Let’s walk through what’s new and how you can start using these features right away.

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## ✨ What’s New?

### 1\. **Conditional Actions** – Smarter Workflow Decisions

You can now decide *when* specific actions in a workflow should happen — based on the data gathered earlier in the workflow.

#### 🔍 What does this mean?

You no longer need to run every action for every file. Instead, you can say things like:

-   **“Only process a Director approve action if the total is greater than $5,000.”**
-   **“Send invoices with a EUR currency to the Xero European bank account action”**

Each action (except **Fill in a Form**) can now be set to **Always Run** (the default), or **Run only if a condition is met**.

#### 🛠 How to Set It Up

1.  Open your workflow and open an action configuration.
2.  Look in the **top-right corner** of the configuration panel and click the condition icon.
3.  Click **“Run only if condition is met”**.
4.  Build your condition using data collected earlier (known as **metadata**). 
    -   Compare text, numbers, or dates using operators like =, ≠, >, <, contains, starts with, etc.
    -   Combine multiple expressions using **AND** or **OR**.

#### ✅ Example 1 – Approval Only for High-Value Invoices

> **Condition:** Total Amount > 5000  
> **Result:** Action sends invoice to Director for approval, only if total is over 5000.

#### ✅ Example 2 – Route Files Based on Currency

> **Condition:** Currency = "USD"  
> **Result:** Uploads file to US bank’s OneDrive folder.  
> Create another action with condition: Currency = "EUR" to handle Euro invoices.

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### 2\. **File Export No Longer Required** – More Flexible Workflow Endings

In previous versions, every workflow had to end by exporting files (e.g., to cloud storage or email). Not anymore!

You can now:

-   End a workflow after signing or stamping a document.
-   Let users **manually download files** at the end.
-   Store files in Willow for up to **30 days** (after which they expire unless exported).

#### 💡 Example Use Case:

Let your team review signed contracts before exporting. They can manually download them or choose where to send them afterward.

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## 🧠 How Conditions Work (A Quick Primer)

Conditions use **metadata** collected during the workflow. Metadata might include:

-   Data entered in **Supply Information** or **Fill in a Form**
-   Extracted info from scanned files using **External Data**
-   Dynamic values like **User who added the file**, **Date**, or **File name**

You can set conditions like:

-   **Total Amount ≥ 1000**
-   **Customer Email contains “@client.com”**

And **visually** combine them:

E.g.   
(Total Amount ≥ 1000 AND Currency = "EUR") OR Customer ID starts with "EU"  
 

For a full guide, check the “[Conditions Concept](https://perfectwiki.page/i/d5fc8608-a234-481e-bfba-71b6a033ece3/19:77e4d3289c934df9bb1b578431ee04b4@thread.skype/bMZYg4oylLIevu7eysu3?hl=action%20configuration.%20The%20action%20can%20be%20set%20to%3A%20Always%20run%20(default)%20Run%20only%20if%20the%20condition%20is%20met%20A%20condition%20may%20be%20set%20on%20each%20action%2C%20except%20the%20Fill%20in)” page in the \[Willow Wiki\] or from within the workflow editor.

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## 🎯 Why This Matters

This update makes Willow360 workflows **dynamic**, **data-driven**, and **tailored to your real processes**.

With Version 2.0.0, you can:

-   Save time by skipping unnecessary steps.
-   Reduce errors by ensuring rules are enforced.
-   Streamline processes like approvals, signing, routing, and exports.

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## 🚀 Ready to Try It?

Start by editing one of your existing workflows:

1.  Choose an action you want to conditionally run.
2.  Click “Set Condition.”
3.  Test it with sample files using different values.
4.  Check the **File History** to see if the action ran or was skipped (Willow tells you either way!).

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## 🧩 Need Inspiration?

Here are a few ideas to get you started:

-   **Approval Workflow** 
    -   If invoice > 1000 → Send to Finance Manager
    -   If invoice > 10000 → Send to CFO
-   **Routing Based on Country** 
    -   If Country = "Germany" → Stamp with “DE Office”
    -   If Country = "UK" → Send via Secure Email
-   **Dynamic Uploads** 
    -   If Department = “Legal” → Upload to SharePoint Legal site
    -   If Department = “Sales” → Upload to Google Drive “Sales” folder

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Let your data lead the way,  
The Willow360 Team 🌿