Konnectify

Filters

A conditional gate that evaluates data against a set of rules. If conditions are met the workflow continues; if not, execution stops.


Workflow Node Conditional Logic Group-based Rules


What is the Filter node?

The Filter node is a conditional gate in a Konnectify workflow that evaluates incoming data against a set of conditions. If the conditions are met, the workflow continues. If they fail, execution stops at that point.

Filters use a group-based condition system: conditions are organized into groups, each group can match ALL or ANY of its conditions, and groups are combined with AND or OR operators.

What Filters let you do
  • Gate workflow execution based on field values
  • Combine conditions with AND / OR logic
  • Evaluate text, numbers, dates, and booleans
  • Stop a Repeater loop when a condition fails
  • Reference dynamic fields from upstream nodes
  • Stack up to 50 groups with 50 conditions each

Prerequisites

What you'll need before adding a Filter
  • An existing workflow in Konnectify with at least one upstream node that produces data.
  • Knowledge of the field names and value types (text, number, date, boolean) you want to evaluate.
  • For Repeater integration: the Filter node must be placed inside a Repeater node.

Understanding Filter Rules & Logic

Every Filter is built from groups of conditions. Understanding how they interact is key to building accurate rules.

Match type within a group

Match TypeBehavior
ALLEvery condition in the group must be true (logical AND)
ANYAt least one condition in the group must be true (logical OR)

Operator between groups

OperatorBehavior
ANDBoth groups must pass
ORAt least one group must pass
Validation rule: Every condition must have a field and a comparison value (unless the operator doesn't require one). The workflow cannot continue until validation passes.

Key Components

Filter Groups CONTAINER

Groups are the top-level containers for conditions. Each group has its own ALL / ANY match type. Up to 50 groups per Filter node; the last group cannot be deleted.

Conditions RULE

Each condition has three parts:

  • Field — the data field to evaluate. Supports literal text or dynamic references using {{nodeId:fieldName}}.
  • Operator — the comparison logic (text, number, date, boolean, or generic).
  • Value — the comparison target. Hidden when the operator doesn't require one.
Operators Reference 5 CATEGORIES

Boolean — no value required

OperatorDescription
Is trueField value is true
Is falseField value is false

Generic — no value required

OperatorDescription
ExistsField is present and not null/undefined
Does not existField is absent, null, or undefined

Text — value required

OperatorDescription
ContainsField contains the value as a substring
Does not containField does not contain the value
Starts withField starts with the value
Does not start withField does not start with the value
Ends withField ends with the value
Does not end withField does not end with the value
Exactly matchesField equals the value exactly
Does not exactly matchField does not equal the value

Number — value required

OperatorDescription
Is equals toField equals the value
Is not equals toField does not equal the value
Is greater thanField is greater than the value
Is lesser thanField is less than the value
Is greater than or equal toField is ≥ the value
Is lesser than or equal toField is ≤ the value

Date — value required

OperatorDescription
BeforeField date is before the value date
AfterField date is after the value date
Repeater Integration SPECIAL OPTION

When a Filter node is placed inside a Repeater, an extra option appears: "Stop the loop, if Filter fails".

  • Enabled: The entire Repeater loop stops immediately if the filter fails.
  • Disabled (default): The failed iteration is skipped; the loop continues to the next item.

When to Use

Use a Filter node when you need to control whether a workflow should proceed based on the data it is processing.

✓  Good fits
  • Only process records that meet specific criteria
  • Stop a loop early when a sentinel value is found
  • Route workflows based on field values
  • Validate required fields before downstream steps
  • Apply different logic for different statuses
✗  Not the right tool
  • Transforming(code block)
  • Branching into parallel paths (Branch/Path rule)
  • Iterating over a list (Repeater)
  • Introducing delays (Delay)

Step-by-step Guide

1
Add a Filter node
  1. Open your workflow on the canvas.
  2. Click the + button on any existing node.
  3. Select Filter from the node type menu.
  4. The sidebar opens automatically.


2
Set the group match type

Choose ALL (every condition must pass) or ANY (at least one must pass) for the first group.


3
Configure your conditions
  1. Field: Select a field or type a literal value.
  2. Operator: Pick from the dropdown (grouped by type).
  3. Value: Enter a comparison value (hidden when not required).
  4. Click + Condition to add more.


Tip: Conditions after the first show a logic label (AND for ALL groups, OR for ANY groups).
4
Add more groups (optional)
  1. Click + Filter to add another group.
  2. Toggle AND or OR between groups.
  3. Set match type independently for each group.
5
Configure Repeater option (if applicable)
  1. If inside a Repeater, decide whether to check "Stop the loop, if Filter fails".
  2. Enabled = halt loop on first failure. Disabled = skip and continue.
6
Save and validate
  1. Click Continue to save.
  2. Resolve any red validation errors on invalid fields.
  3. Once saved, the Filter node is active in your workflow.

Things to Know

ScenarioBehavior
No-value operator selectedValue field hidden; only field and operator shown
Single condition in a groupNo logic label displayed; condition stands alone
Switching to no-value operatorValue hidden 
Empty groupShows "No conditions yet" placeholder
Deleting only conditionDelete button hidden — minimum 1 per group
Deleting only groupDelete button hidden — minimum 1 group required
Read-only modeAll inputs, buttons, and toggles are disabled

Limits at a glance

RestrictionLimit
Max filter groups per node50
Max conditions per group50
Minimum groups1
Minimum conditions per group1
Group operatorsAND / OR
Match typesALL / ANY
Important: Field references must point to valid upstream nodes. Broken references are flagged visually. Always verify upstream nodes are connected before testing.

Examples

Only process urgent, open Freshdesk tickets
Support ops · Freshdesk trigger · Slack notification
FRESHDESK

Only send a Slack alert when a ticket is both urgent and still open.

Group 1 · Match: ALL
priorityExactly matchesurgent
AND
statusExactly matchesopen
✓ PassPriority is urgent and status is open. Slack alert fires.
✗ FailPriority is normal or status is pending. No message sent.
Skip spam or bot-submitted forms
Lead capture · Web form trigger · CRM sync
GENERIC

Stop the workflow when a spam signal or filled honeypot field website_url is detected.

Group 1 · Match: ANY
emailContainsspam@
OR
website_urlExists
✓ SpamEither signal detected. Workflow halts.
✓ LegitClean email, empty honeypot. Continues normally.
Route high-value orders for manual review
E-commerce · Order trigger · Slack + task creation
E-COMMERCE

Trigger review only when order exceeds $5,000 and payment is verified.

Group 1 · Match: ALL
order_totalIs greater than5000
AND
payment_verifiedIs true
✓ Pass$6,400, payment verified. Task and Slack alert fire.
✗ Fail$320 or unverified payment. Normal fulfillment continues.
Escalate overdue tasks for VIP clients
Project management · Task update trigger · Multi-group
MULTI-GROUP

Page the account lead when a task is overdue AND the client is VIP.

Group 1 · Match: ANY (task at risk)
due_dateBefore{{today}}
OR
task_statusExactly matchesblocked
AND
Group 2 · Match: ANY (client VIP)
client_tierExactly matchesenterprise
OR
contract_valueIs greater than50000
✓ PassTask overdue AND client is enterprise. Lead paged.
✗ FailTask blocked but client is a startup. No page sent.

Workflow Diagrams

Pattern 1 — Simple gate
Trigger Filter → pass Action  | fail → stop
Pattern 2 — Filter inside a Repeater
Repeater loop
Filter → pass Action per item  | fail → skip or stop
Pattern 3 — Chained filters
Trigger Filter 1 Filter 2 Action

Testing Your Filter

1
Run a test with known data

Use the Test button on your trigger node to pull a real sample. The Filter shows pass or fail for that record.

2
Test the failing path too

Use a record that should not pass — confirm the workflow stops and downstream actions don't fire.

3
Check field reference pills

If a pill turns red, the upstream node is disconnected — fix the connection before testing.

4
Validate before you activate

Click Continue and resolve red errors. The workflow cannot be saved with incomplete conditions.

Good practice: Test with at least one passing and one failing record before activating. This catches logic errors like accidentally using ANY instead of ALL.

Frequently Asked Questions

Logic & Conditions

What is the difference between ALL and ANY inside a group?+

ALL means every condition must be true. If one fails, the group fails.

ANY means at least one must be true. The group passes on the first match.

Use ALL to narrow records; ANY to catch a broader set.

What is the difference between AND and OR between groups?+

AND: every group must pass. OR: at least one group must pass.

You can mix match types — one group ALL, another ANY.

Can I use a field from an upstream node as the comparison value?+

Yes. Both Field and Value inputs support dynamic references using {{nodeId:fieldName}}.

If a referenced node is disconnected, the pill turns red and saving is blocked.

What happens if a field doesn't exist in the incoming data?+

Exists fails. Does not exist passes. All other operators evaluate to false.

Add an Exists check as the first condition in an ALL group to handle this gracefully.

Are text comparisons case-sensitive?+

Yes. Urgent will not match urgent.

Normalise values in a Transform node before the Filter if casing is inconsistent.

Can I compare two numbers from different upstream nodes?+

Yes. Set Field to a reference from one node and Value to another node's reference.

If either is missing or non-numeric at runtime, the operator evaluates to false.

Groups & Structure

How many groups and conditions can I add?+

Up to 50 groups per Filter node and 50 conditions per group.

For more than 5–6 conditions per group, consider chaining Filter nodes.

Can I delete a group or condition?+
Yes, with one constraint: the last group and the last condition within a group cannot be deleted. The button hides automatically when only one item remains.
Can I collapse groups to reduce visual clutter?+
Yes. Each group has a chevron toggle that collapses the condition list while keeping the match type visible.
Is there a way to copy or duplicate a group?+
Not currently available. You'll need to recreate conditions manually in a new group.

Repeater & Workflow Behaviour

What happens when a filter fails — does it cause an error?+

No. A filter failure is a silent stop. No error, no retry, no downstream calls.

To act on failure, use a Branch/Router node instead.

What does "Stop the loop if Filter fails" do inside a Repeater?+
  • Disabled (default): Failed iteration skipped; loop continues.
  • Enabled: Entire loop halts on first failure.
Can I place a Filter node after another Filter node?+
Yes — chaining is supported. Data must pass all filters to reach downstream actions.
Does the Filter node modify data passing through it?+
No. It only evaluates. Use a Transform node to modify fields.

Validation & Troubleshooting

My filter isn't passing even though conditions look correct — what do I check?+
  1. Casing — text operators are case-sensitive.
  2. Field names — trailing spaces or wrong separators cause silent failure.
  3. Data types — Number operator on a string returns unexpected results.
  4. ALL vs ANY — confirm match type reflects your intent.
  5. Broken references — a red pill means the upstream node is disconnected.
  6. Test with a known record — use the Test button with real data.
Can I save a workflow with incomplete filter conditions?+

No. Saving is blocked until all conditions have a field and value (where required).

An incomplete condition would silently evaluate to false at runtime.

What does "read-only mode" mean on the Filter node?+

Applied when you lack edit permissions or the workflow is locked. All inputs and buttons are disabled.

Ensure you have the right permissions and the workflow is not currently executing to edit.

Ready to build smarter workflows?

Add a Filter node to your workflow and start controlling exactly when and how your automations run.

Get started free →

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