Filter

Created by Reachware Support, Modified on Thu, 2 Apr at 2:30 PM by Reachware Support

Filter controls which data can progress through your flow based on conditions you define. Only records that match your criteria will proceed to the next step, all others are stopped at this point.

How to Add a Filter

1

Click the Logic Processor icon in your flow

Logic Processor icon
2

Select Filter from the list

Select Filter
3

Enter a Filter Name, then define your conditions

Define conditions
4

Click Make Filter to save

Make Filter

Configuration

FieldDescriptionRequired
Filter NameName to identify this filter in the flowYes
Terminate FlowA checkbox, when enabled, the entire flow stops if no records pass or match the filter. Useful to prevent empty data from reaching the next step.No
KeyThe field from a previous step that you want to evaluateYes
ConditionThe type of comparison to apply (e.g. Equal, Contains, Greater than)Yes
ValueThe value to compare the field against. Not needed for conditions like Is Empty or Is Null.Depends

Logical Operators

When you add multiple conditions, you need to define how they relate to each other using a logical operator:

AND - All conditions must be true

Use AND when you want to apply strict filtering. A record only passes if every condition is satisfied (true).

Status = "active" AND Total > 1000

Only active customers with orders above 1000 will pass.

OR - At least one condition must be true

Use OR when records can qualify through different paths. A record passes if any one condition matches.

Priority = "urgent" OR Type = "emergency"

Records that are either urgent or emergency will pass.

Conditions

Text Operators

Use these when comparing text or string fields:

ConditionValue RequiredExample
Is EmptyNoCheck if field is blank
Is Not EmptyNoCheck if field has content
EqualYesStatus = "active"
Not Equal toYesStatus"cancelled"
ContainYesEmail contains "@gmail.com"
Does Not ContainYesEmail does not contain "@test.com"
Start WithYesPhone starts with "+966"
Does Not Start WithYesPhone does not start with "+1"
End WithYesEmail ends with ".com"
Does Not End WithYesEmail does not end with ".net"

Numeric Operators

Use these when comparing number fields like quantities, prices, or totals:

ConditionValue RequiredExample
EqualYesQuantity = 10
Not Equal toYesQuantity0
Greater thanYesTotal > 1000
Less thanYesPrice < 500
Greater than or equal toYesStock100
Less than or equal toYesDiscount50
BetweenYesPrice between 100 and 500

Additional Operators

General-purpose operators that work across different field types:

ConditionValue RequiredDescription
Is NullNoField has no value at all (different from empty)
Is Not NullNoField has any value, even if it's zero or empty string
MatchesYesField matches a specific pattern.

Field Types

When defining the value side of a condition, choose the appropriate type:

TypeDescriptionExample
FieldCompare one field against another field from the same record{{quantity}} > {{min_stock}}
ValueCompare a field against a fixed, manually entered valueStatus = "active"

Make sure the data type of your field matches what you are comparing it to: String for text, Number for numeric values, Date/Time for dates, and Boolean for true/false fields.

Multiple Conditions

Click on And/Or to add more filter rules.

Example:

Status = "active"
AND
Total > 1000
OR
Total < 50

Records where the Status is "active" and the Total value meets one of the following conditions: either greater than 1000 or less than 50 will pass.

Terminate Flow

When enabled, the entire flow stops if no records pass the filter conditions instead of continuing with empty data to the next step.

  • Flow stops if all records are filtered out
  • Prevents subsequent steps from executing with no data

Example: If no active customers are found after filtering, stop the flow entirely instead of sending an empty list to the next system.


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