Filter options

With Filter Options you decide which records a flow processes. The filter is applied to the raw data right after it is retrieved from the source application. Only records for which the complete condition is true are processed; all other records are skipped. You find the tab in the Advanced menu of the flow.

Read the warning first

The page starts with a warning: this tab is intended for very experienced users. A mistake in the filter can lead to unexpected behavior or loss of information, and by using the tab you agree with the terms in the warning. If you need help with a filter, you can hire a consultant through customer service.

If no data is left after filtering, the job is not restarted. The next scheduled run tries again a few minutes later.

What you see

A row per condition with:

• Condition: And or Or, to combine this row with the previous one.
• Start and End: brackets to group conditions.
• Field Name: the name of the field in the raw data of the source application. Custom fields are allowed, as long as they are in the raw data.
• Operand: for example ==, !=, >=, Contains or Not Contains.
• Value: the value to compare with.
• A bin to remove the row.

No filters yet. means the flow processes all records.

Example: skip cancelled orders

Suppose the source application gives each order a field status, and cancelled orders have the value cancelled.

1. Click Add.
2. Field Name: status.
3. Operand: !=.
4. Value: cancelled.
5. Click Save.

From the next run, only orders whose status is not cancelled are processed.

The field name and the value must be exactly as the source application sends them. Check them in the documentation of the application, or ask support.

Tips

• After saving, check the next runs in the activity of the flow, see Flow status and activity.
• Does saving fail with Invalid Query? Check the brackets in Start and End and the other fields of each row.
• Want to change values instead of skipping records? Use Business rules.