Understanding and Managing Filters in Konnectify

Created by Janardhan Baskar, Modified on Wed, 21 Aug at 12:40 PM by Janardhan Baskar

Filters in Konnectify help you process input data by matching it against specific criteria, ensuring that only relevant data triggers actions. Here's how you can set up and manage filters effectively:

Adding Filters to Your workflow

When creating a workfllow, you can add filters to define conditions that data must meet before triggering actions. This allows you to streamline your workflows and focus on pertinent data.

How to Use Filters:

Adding a Filter:
- Within your workflow, click on the step where you want to apply a filter.
- Select "Add Filter" and choose the condition you want to set with Match All or Match Any conditions for AND/OR logic.

Configuring Filter Conditions:
- Define multiple conditions using AND/OR logic to create complex filtering rules.
- Set up comparison operators (e.g., equals, contains, greater than) to match specific criteria.

Applying Filters in Workflows:
- Filters can be applied at various points in your workflow to segment data, trigger specific actions, or prevent unnecessary tasks.

Filter Condition	Description	Examples
is equal to	Matches values that are exactly the same as the filter value.	status is equal to "Approved"
is not equal to	Matches values that are different from the filter value.	status is not equal to "Rejected"
is greater than	Matches values that are larger than the filter value.	lead_value is greater than 10000
is greater than or equal to	Matches values that are larger than or equal to the filter value.	lead_value is greater than or equal to 5000
is less than or equal to	Matches values that are smaller than or equal to the filter value.	lead_value is less than or equal to 5000
is less than	Matches values that are smaller than the filter value.	lead_value is less than 10000
contains	Matches values that include the filter value within them.	feedback contains "urgent"
does not contain	Matches values that do not include the filter value.	feedback does not contain "spam"
ends with	Matches values that finish with the filter value.	email_address ends with "@example.com"
doesn't end with	Matches values that do not finish with the filter value.	email_address does not end with "@spam.com"
starts with	Matches values that begin with the filter value.	phone_number starts with "+1"
doesn't start with	Matches values that do not begin with the filter value.	phone_number does not start with "+44"
is	Matches values that are the same type as the filter value.	price is of type "number"
is not	Matches values that are not the same type as the filter value.	date_of_birth is not of type "string"
is empty	Matches values that have no content.	comments is empty
is not empty	Matches values that have some content.	comments is not empty

Using filters effectively in Konnectify ensures that your automation workflows are efficient and relevant, helping you process only the data that meets your specific criteria. For further assistance or more detailed instructions, consult the Konnectify support team.