Illustrations for Filter Value

Introduction

When Automations Pro runs at the nodes: Update Record, Delete Record, Query Record/Records, specific records will be first selected from the target data, based on the filtering conditions added at the nodes. This enables subsequent operations. The filtering logic and the filter value can vary depending on the type of the selected target field.

Here, let's see how to set the filter value for a filtering condition at a Query Record node.

Note:

1. At the three kinds of nodes mentioned above, the rules to set the filter values are the same.

2. When setting for Path Condition at an Add Path node, you cannot select fields from preceding nodes storing multiple records, subfields from the triggering form, or subfields from preceding nodes. Except those, the rules to set the filter values are the same with the above three kinds of nodes.

Setting Filter Value

When setting a condition for the query, you can select a Field Value at nodes, or input a Custom value, as the filter value. Also, you can set the filtering logic as is empty.

Field Value at Nodes

Note:

"Field Value at nodes" refers to the field value of records stored in the current automation's preceding nodes (including both the Trigger node and action nodes). In the following passage, the concept is called "Field Value from/at a preceding node(s)".

1. How to set

To set a filtering condition is to determine the filtering logic between a target field value and a field value at a preceding node. This allows the current automation to operate on specific and relevant target data.

2. Illustrations

a. Here are the details of the filtering logic and field types in preceding nodes that correspond to each type of target form field:

Target Form Fields	Filtering Logic	Fields in Preceding Nodes
Single Line Multi Line Radio Single Select Serial No. URL Parameter	equals/does not equal contains/does not contain empty/is not empty	Single Line, Single Select, Radio, Serial No., Multi Line (truncated according to the maximum length of the target form field)
	equals any does not equal any	Single-value fields: Single Line, Single Select, Radio, Serial No., Multi Line (truncated according to the maximum length of the target form field) Multi-value fields: Checkbox, Multi Select, SubForm (Single Line, Multi Line, Single Select, Radio)
Number	equals/does not equal greater than/greater than or equal to less than/less than or equal to is between is empty/is not empty	Number (The matching is based on values, not on the number of decimal places.), Records amount (of Query Record/Records nodes)
Checkbox Multi Select	is empty/is not empty	/
Checkbox Multi Select	contains all contains any	Single-value fields: Single Line, Single Select, Radio, Serial No., Multi Line (truncated according to the maximum length of the target form field) Multi-value fields: Checkbox, Multi Select, SubForm (Single Line, Multi Line, Single Select, Radio)
Date&Time Created Time Updated Time	equals/does not equal greater than/greater than or equal to less than/less than or equal to is between is within	Date&Time, Created Time, Updated Time Trigger Time(can be selected only if the trigger method is button trigger)
SubFields	Same with (main) fields	Same with (main) fields
Member Created User	equals/does not equal is empty/is not empty	Member, Created User, Triggered by(can be selected only if the trigger method is button trigger)
Member Created User	equals any does not equal any	Single-value fields: Member, Created User, Triggered by(can be selected only if the trigger method is button trigger) Multi-value fields: Members, SubForm (Member)
Members	is empty/is not empty	/
Members	contains all contains any	Single-value fields: Member, Created User Multi-value fields: Members, SubForm (Member)
Department	equals/does not equal is empty/is not empty	Department
Department	equals any does not equal any	Single-value fields: Department Multi-value fields: Departments, SubForm (Department)
Departments	is empty/is not empty	/
Departments	contains all contains any	Single-value fields: Department Multi-value fields: Departments, SubForm (Department)
Workflow Status	equals/does not equal	Workflow Status
Image Attachment Signature	is empty/is not empty	/

Note:

1. If the filtering logic is set as equals any/does not equal any/contains all/contains any (highlighted in the above table), you can select from the following two types of multi-values fields for the assignment:

Multi-value fields in a single record retrieved at the node, which are fields that contain multiple single values, such as Checkbox.
Single-value fields in multiple records retrieved at the node, which are fields that contain a single value. Because the node stores multiple records, there are multiple values.

Therefore, you can compare values in an array in the target form with those from a preceding node that are also in an array:

equals any: When the value in the target form equals any one value in the node's array
does not equal any: When the value in the target form does not equal any of the values in the node's array
contains all: When the values in the target form contain all the values in the node's array
contains any: When the values in the target form contain any one value in the node's array

2. Additionally, if the filtering logic is set as equals any/does not equal any, you can compare a target form field with a field from a preceding node that includes a single value. According to this logic, as long as the two values are equal, the condition is met.

b. If the condition(s) is set, the target form records will be filtered and retrieved based on the logic and the selected Field Value from preceding nodes. Specifically, here are the matching details for the Date&Time fields:

Date&Time Type (At the node)	Examples	Date&Time Type (In the target form)	Examples	Matching Rules
YYYY-MM	2024-03	YYYY-MM YYYY-MM-DD YYYY-MM-DD HH:MM YYYY-MM-DD HH:MM:SS	2024-03 2024-03-19 2024-03-19 15:19 2024-03-19 15:19:12	Equal in YYYY-MM
YYYY-MM-DD	2024-03-19	YYYY-MM	2024-03	Equal in YYYY-MM
YYYY-MM-DD	2024-03-19	YYYY-MM-DD YYYY-MM-DD HH:MM YYYY-MM-DD HH:MM:SS	2024-03-19 2024-03-19 15:19 2024-03-19 15:19:12	Equal in YYYY-MM-DD
YYYY-MM-DD HH:MM	2024-03-19 15:19	YYYY-MM	2024-03	Equal in YYYY-MM
		YYYY-MM-DD	2024-03-19	Equal in YYYY-MM-DD
		YYYY-MM-DD HH:MM YYYY-MM-DD HH:MM:SS	2024-03-19 15:19 2024-03-19 15:19:12	Equal in YYYY-MM-DD HH:MM
YYYY-MM-DD HH:MM:SS	2024-03-19 15:19:12	YYYY-MM	2024-03	Equal in YYYY-MM
		YYYY-MM-DD	2024-03-19	Equal in YYYY-MM-DD
		YYYY-MM-DD HH:MM	2024-03-19 15:19	Equal in YYYY-MM-DD HH:MM
		YYYY-MM-DD HH:MM:SS	2024-03-19 15:19:12	Equal in YYYY-MM-DD HH:MM:SS

Custom Value

1. How to set

In setting a query condition, you can customize a value to match a certain field in the target form. This enables the accurate selection of required records.

2. Illustrations

Here are the details of customizing values for each type of target form field:

Target Form Fields	How to Set
Single Line Radio Single Select Serial No.	When the filtering logic is equals any/does not equal any, you can input multiple values, and press Enter to separate them. Under other logics, enter values directly.
Number	Enter numbers; non-number content will be seen as empty.
Date&Time	Select a date or a specific time and date from the calendar.
Member	When the filtering logic is equals any/does not equal any, you can click and select one or multiple members. Under other logics, select a certain member.
Members	Click and select one or multiple members.
Department	When the filtering logic is equals any/does not equal any, you can click and select one or multiple departments. Under other logics, select a certain department.
Departments	Click and select one or multiple departments.

Empty

In a query condition, you can set the filtering logic as is empty, allowing you to find out records with empty fields.