Filter

Overview

  • The Filter action is used to refine data by selecting only the items that meet specific criteria.

  • When a workflow deals with large datasets, the Filter action helps streamline the process by narrowing the data down to a manageable subset.

  • This action operates based on conditions or rules that dictate which items are included in the filtered result. This makes the workflow more efficient and focused, processing only relevant data.

For example, a Filter might be used to select only certain types of records from a database or to limit a list of items to those that meet a threshold or requirement.

  • Let’s explore the screens that follow, after drag-n-drop of Filter action on workflow canvas.

Config

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Config Tab

Config Field

Description

Config Field

Description

Filter Source

It enables to choose the source type to where the filtering will be performed on records.

Input / Variable / Model

It enables to choose the exact value of source type to where the filtering will be performed on records.

Note: By default, label of this field will be populated depending upon the Filter source chosen earlier.

Output Properties

It enables to specify output properties of records after filtering data, which means which field values are to be taken under consideration in filtering.

Note: By default, this field will be invisible. It will only be populated if the Filter Source is chosen as Model.

Is Unique ?

If checked, the records will be filtered uniquely.

Modify Existing ?

If checked, the existing data in records will be modified. If kept unchecked, it will create a new model with the updated data, which will be treated as a new version of model.

Action Details

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Action Details Tab

Input