How to set up Advanced Variable Options

With Advanced Variable Options, you can create advanced logic using variable names and options to generate tasks based on the variables selected on Map creation.

This is an advanced feature that we have to activate in your account. If you would like access to advanced variable logic, contact us at support@onboard.io.

Setting Up Advanced Variable Options

The Advanced variable options field uses a special syntax called RQL (Resource Query Language).

To use it, you specify operators, and the Variable name and value you want to create the condition for.

ex. eq(Variable Name,Value) which checks if Variable Name is equal to a Value.

The parantheses determine the logic and specify which values to compare.

When using and/or operators, you will combine them to include all the conditions you want inside the parantheses. ex. and(eq(Variable A, Value), eq(Variable B, Value))

  • The Variable name should match exactly what you have set in your variables https://app.onboard.io/variables/
  • The Variable value should match one of the options of that specific Variable.

Operators

List of common operators and syntax to use:

Operator Description Example
and all of the conditions are true and(eq(Plan,Starter),eq(Customer Type,New))
or any of the conditions are true or(eq(Plan,Starter),eq(Customer Type,New))
eq equal, used to check if a variable is equal to a specific value eq(Plan,Starter)
ne not equal, used to check if a variable is NOT equal to a specific value ne(Plan,Starter)

contains

used to see if a multi-select variable contains a specific value contains(Multiselect,New)
excludes used to see if a multi-select variable does not contain a specific value excludes(Multiselect,New)

When using Multi-select variables, use "contains" and "excludes" since they can have a list of multiple values.

Examples

Example: You have a variable Customer Type, and want a task to be generated only if the Customer Type is either New or Trial, you would use the "or" and "eq" operators.

or(eq(Customer Type,New),eq(Customer Type,Trial)

Example: You have a variable Customer Type and a multi-select variable Integrations and want a task to be triggered for New Customer Type and if Integrations includes Onboard or Hubspot

and(eq(Customer Type,New),or(contains(Integrations,Onboard),contains(Integrations,Hubspot))