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Automations & Integrations
Automations: Advanced Logic Nesting
Automations' Advanced Logic building blocks — Conditional Logic (new this release) and Repeating Actions (Looping) — can now be nested inside each other, up to two levels deep. That unlocks multi-level workflows: a branch inside a branch, a loop inside a branch, a branch inside a loop, and a loop inside a loop. Process a set of records, loop over each one, and within each loop branch on a per-record condition — all inside a single automation.
Key Highlights
- Four Nesting Combinations: A Conditional Logic branch inside another Conditional Logic branch (chained conditions), a Repeating Action loop inside a Conditional Logic branch (loop only when conditions are met), a Conditional Logic branch inside a Repeating Action loop (evaluate conditions per item in the loop), and a Repeating Action loop inside another Repeating Action loop (iterate through a nested set).
- Two Levels of Nesting: Advanced Logic actions are available at the top level and at one nested level. At the second-level nested action, the picker offers every other action type but not further Advanced Logic.
- All Other Action Types Unaffected: Updates, notifications, integrations, record creation, and every other automation action type remain available at every level of nesting.
- Same Editor Experience: The condition builder inside a nested branch works the same way as at the top level. The Current Item and Trigger data are available at every nesting level.
- Full Traceability: Run History expands each nested step so teams can trace which branch ran and which items in a loop went where.
How It Works
- Open an automation and add a Conditional Logic action (new this release) or a Repeating Action (Looping).
- Inside a branch or a loop, add another Advanced Logic action to create a second level of nesting.
- Inside that second-level action, add non-Advanced-Logic actions (updates, notifications, integrations, and more). Further Advanced Logic nesting is not offered at this level.
- Save the automation and open Run History to trace how each execution resolved through the nested levels.
Ships alongside this release's Conditional Logic launch — the two features together are what "Advanced Logic" means in SmartSuite Automations. Available on all plans.