Oomnitza's Begin block rule criteria and mapping filtering allow for filters to be used that allow you to filter a range of data based on criteria you define.
The filters that are available vary depending on the type of data being filtered.
| Filter Name | Description | Supported by |
Equals |
Filters exact matches. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal, Checkbox |
Does not equal |
Filters based on absence of an exact match. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal, Date, Checkbox |
Begins with |
Filters matching text at the beginning of a text-based field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal |
Does not begin with |
Filters based on absence of matching text at the beginning of a text-based field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal |
< |
Less than. | Numeric, Decimal, Date |
<= |
Less than or equal to. | Numeric, Decimal, Date |
> |
Greater than. | Numeric, Decimal, Date |
>= |
Greater than or equal to. | Numeric, Decimal, Date |
Contains |
Filters based on a partial match within the text of a field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric |
Does not contain |
Filters based on the absence of a partial match within the text of a field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal |
Ends with |
Filters based on matching text at the end of a text-based field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal |
Does not end with |
Filters based on absence of matching text at the end of a text-based field. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal |
is Empty |
Filters if a field is empty. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal, Date |
is not Empty |
Filters fields that are not empty. | Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal, Date |
Days backward |
Filters dates that are X days before the date populated in the field. | Date |
Days forward |
Filters dates that are X days after the date populated in the field. | Date |
Before |
Filters dates that are X days before the current date. | Date |
After |
Filters dates that are X days after the current date. | Date |
Between |
Filters between two dates. | Date |
Has been changed |
Filters if a field has been changed. You must ensure that the Add Updates to History checkbox is selected for the field that you use to track changes. Otherwise, the filter will not detect changes. You can select the Add Updates to History checkbox when you create or edit a field. See Field properties. The 'Has Been Changed' filter is ignored when the 'Begin' block action is set to 'Schedule.' The most appropriate usage of this filter is within workflows where the 'Begin' block action is set to 'New' or 'Edit'. |
Shorttext, Dropdown, Autocomplete, Longtext, Numeric, Decimal, Date, Checkbox |
Current date |
Filters today's date. | Date |
Day before current date |
Filters yesterdays date | Date |
Day after current date |
Filters tomorrows date | Date |
Last |
Filters the previous:
|
Date |
This |
Filters the current:
|
Date |
Next |
Filters the upcoming:
|
Date |
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