Overview
The Filter Data automation option allows you to set conditions within your workflow to ensure actions are performed only when specific data criteria are met.
💡 Note: You can define multiple conditions for each action.
Action Settings
Connector options give you full control over the Filter Data action:
🏷️ Field | 🔤 Description |
DATA | Choose the input data. |
CONDITION | Specify conditions for the data filter. |
VALUE | Enter the value to compare against. |
Filter Custom Fields
The Filter action automatically populates the Data filter with custom fields if any are present in a connected project. Here's how to set it up:
Use one of the available actions/triggers to provide the data to filter.
e.g. You can precede the filter with the Task Completed trigger.
Choose one of the detected custom fields in the Data filter.
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