"Filter" Element in Automation 360
The «Filter» element is used to filter variables by their value. This element works with every type of variable, excluding structures.
Select the variable name, filter condition, and, if necessary, set a specific variable value.
Choose when to complete the action: right away or after a chosen period of time. You can choose the delay - after 1 minute/hour/ day and specify the time of day for your action
Read more about block execution conditions in the article: Element (Block) Execution Time.
If you choose «after» - the Filter element will not execute immediately when the contact reaches this step in the flow; but it will pause and execute after the specified delay.
After the delay period elapses - Automation 360 will check to see if the condition you entered was met or not, if yes - chat will go through “yes” flow, if not - though “no” flow
Choose a name of the variable to check:
You can also add a variable that is not in the mailing list - the system will check if the condition has been met if contact with the same variable name is added to the flow. To do this, click "Add" near the variable selection field, and then enter the values.
Available filter conditions depend on the type of variable.
For numerical variable values: equal, not equal, greater than, less than, between
For strings comparison: contains, equal, not equal, starts with, ends with, does not contain
For dates: is after, to, is, between
Also, for variables of all types, there are filter conditions for “variable value existence" and the option to check "the presence of the variable in the book." To check for a variable in a mailing list, select the option "Use variables from the list" and mailing list in the start element of the flow event. And in the "Variable Name" field in the "Filter" element, select this variable.
Filters can be placed one after another for more complex filter sequences.
Please note, if you try to filter a variable without value or if its value is blank, the filter will not work neither in «yes,» nor in «no» cases, as the filtered variable must have a value. To check if a variable or value is present, select the appropriate condition.
You can view information on contacts that have passed through the "Filter" element by branches: "Yes" - information on the contact matches the set filter, or "No" - information on the contact does not match the set filter.
If a contact does not have a variable set for the filter, such a contact will not go further through the scenario and will receive the "Stopped" status.
To view the information, exit the flow editor and in the "Flow" or "Statistics" tab, click on the desired filter element.
Last Updated: 09.08.2022