Filter
The Filter tool is a step that lets you stop your workflow based on the conditions you set. A Filter is different than a Path because it controls whether or not your workflow continues. A Path continues the workflow for a different outcome based on the conditions set.
You should use a Filter in your workflow when there are certain reasons why you would want your workflow to stop or continue or to only act on specific items or instances.
Configure
When using the Filter tool, you will need to select the correct variables so that MESA can apply the filtering based on the data returned by the previous steps of your workflow.
Examples of Conditions
The Filter tool has fifteen conditions you can use to compare values.
Equals
A specified field matches an exact value provided
The number of line items in an order is equal to 2
Does not equal
A specified field does not match an exact value provided
The number of line items in an order is not equal to 2
Contains
A specified field includes a certain value within its content, regardless of its position in the text
An order's tags contains a "VIP" tag
Does not contain
A specified field does not include a certain value within its content, regardless of its position in the text
An order's tags does not contain a "VIP" tag
Is empty
A specified field has no data, meaning it is blank or null
An order's tags are empty
Is not empty
A specified field has data, meaning it is not blank or null
An order's tags are not empty
Is greater than
A specified field is numerically higher than a given value
A customer's order count is more than 2
Is less than
A specified field is numerically lower than a given value
A customer's order count is less than 2
Is less than or equal to
A specified field is numerically lower than or exactly equal to a given value
A customer's order count is less than or equal to 2
Is greater than or equal to
A specified field is numerically higher than or exactly equal to a given value
A customer's order count is greater than or equal to 2
Is in
A specified field matches any one of the values within a defined list or content
US is in a customer's country code address
Is not in
A specified field does not match any one of the values within a defined list or content
US is not in a customer's country code address
Is after [date/time]
A specified date/time value falls later than a given date or time
An order was created after 10/24/24 12:00AM
Is before [date/time]
A specified date/time value is earlier than a given date or time
An order was created before 10/24/24 12:00AM
Is on [date]
A specified date value matches exactly with a given date
An order was created on 10/24/24
When using dates or time frames as a condition or rule within the Filter step, you have the ability to use specific date formats.
Going Further
Multiple rule sets
You can apply additional rules by clicking the Add Rule button.
Define if all rules need to match (AND), or if only one of your rules need to match (OR). You can add an unlimited amount of rule sets to build complex comparison logic.
Technical Notes
Advanced rule sets
If you use a combination of AND or OR operators, the logic will read from top to bottom. For example, a AND b OR c AND d will be executed as ((a && b) || c) && d.
AND Filter will only proceed if both conditions are true.
Example: Order created is more than $5 AND it is the customer's first order.
Action: If both conditions are met, the task continues. Otherwise, it stops.
OR Filter will proceed if at least one of the listed conditions is true
Example: Order created is more than $5 OR it is the customer's first order.
Action: If one condition is met, the task continues. Otherwise, it stops.
For more fine-grained control, separate your AND comparisons and OR comparisons into separate Filter steps.
Special values
The following values will be automatically cast from strings to their respective types:
truefalsenull
Creating a custom comparison
You can further adjust the functionality of a Filter step by clicking the Edit code link in the Configure conditions of the step.
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