馃攷 Filter 路 Overview 路 Workflow Automation

A Filter is one of the three parts of an automation and it is the second block in the automation editor.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done"
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥. Learn more about 鈫

:bulb: Note: The following topic assumes you鈥檙e an admin or owner. Otherwise, you won鈥檛 see all these options.

Add filter by creating a new automation

  • Go to an app
  • Click on the ... menu next to the app name
  • Tap on Workflow automation
  • Click either the New automation button on the top right or click the + Create new automation card in the gallery
  • Name the brand new automation with a title, that appeared with some options first. In order to further describe your automation, hover over the name and click on Add description .
  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

  • Choose a trigger - the event when this automation should be triggered, for example When a record is created
  • Set your trigger, for example, 鈥淲hen a record is created鈥 by selecting the app where the automation should be triggered
  • Second automation block - Filter (optional) - the 鈥淎nd if conditions are met鈥 automation statement

  • Choose the existing filter or click + Add filter to add another filter
  • Set your filter to start actions only if certain conditions are met:
    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
    • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

  • Click on + Add action and choose between various actions for example Update record

  • Click + Add field - every field type has its own row. Add as many as you like.

  • Set up the action condition to create the new record:

    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc.
    • A field value - enter the field value for the selected field from the first dropdown
  • Click on Create automation at the top right

:bulb: The automation will run automatically in the background to look for the trigger event and it will run the action steps every time the trigger event occurs.

Edit and manage filter

The automation editor allows you to edit or manage filters and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options.

Edit and manage filter

Filter settings

  • Hover over the filter block and click on the ... at the very right
  • Click Remove to delete the entire filter block

Filter setup

Filter setups depend on the selected trigger and consist of one or more conditions, each indicated by a row.

  • Set your filter, e.g. for the trigger " When a record is created" to start actions only if certain conditions are met:

    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
    • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Click on each filter condition麓s ... menu to:

    • Duplicate the condition
    • Turn into script filter for developers
    • 锘縍emove the condition
  • Add multiple filter conditions

    • You can create more specific filters combine AND and OR logic by using filter groups. These can be nested up multiple layers deep. Here鈥檚 how:
      • Add multiple filters by clicking + Add filter or Add filter group
      • Choose the conditions that you鈥檇 like to filter by, and customize the AND and OR logic
  • Rearrange filter conditions:

    • Hover over the drag & drop 鈦濃仢 icon on the left of every filter condition and hold it
    • Drag and drop

Keyboard shortcuts

Tape鈥檚 automations are fully equipped with keyboard shortcuts, so you can do everything without ever touching the mouse. Check out more 鈫

Save changes

Click the save change button on the top right or use the keyboard shortcut cmd/ctrl + S

Check out how to create automation 鈫

馃啎 Action 路 Conditional action 路 Workflow Automation
馃啎 Action 路 Send HTTP request 路 Workflow Automation
馃啎 Trigger 路 On schedule 路 Workflow Automation
馃啎 Action 路 Perform calculation 路 Workflow Automation
馃啎 Trigger 路 When a record is created 路 Workflow Automation
馃攷 Action 路 Overview 路 Workflow Automation
馃啎 Trigger 路 When a record is updated 路 Workflow Automation
馃啎 Trigger 路 When a date field arrives 路 Workflow Automation
馃啎 Trigger 路 When a webhook is received 路 Workflow Automation
馃搷 Intro to the automation editor
馃攷 Trigger 路 Overview 路 Workflow Automation
馃啎 Action 路 Comment on collected 路 Workflow Automation
馃啎 Action 路 Send email 路 Workflow Automation
馃啎 Action 路 Create record 路 Workflow Automation
馃啎 Action 路 Update record 路 Workflow Automation
馃啎 Action 路 Delete record 路 Workflow Automation
馃啎 Action 路 Add comment 路 Workflow Automation
馃啎 Action 路 Get related 路 Workflow Automation
馃啎 Action 路 Get related for collected 路 Workflow Automation
馃啎 Action 路 Restore the current record action 路 Workflow Automation
馃啎 Action 路 Search for records 路 Workflow Automation
馃啎 Action 路 Clear collected 路 Workflow Automation
馃啎 Action 路 Update collected 路 Workflow Automation
馃啎 Trigger 路 When another automation calls 路 Workflow Automation
馃啎 Action 路 Get previous values 路 Workflow Automation
馃啎 Action 路 Call automation 路 Workflow Automation
馃啎 Action 路 Update related records 路 Workflow Automation
馃啎 Action 路 Call automation on collected 路 Workflow Automation
馃啎 Action 路 Sort collected 路 Workflow Automation
馃啎 Action 路 Create PDF 路 Workflow Automation
馃啎 Action 路 Get view 路 Workflow Automation
[UPDATE 馃専] Action 路 Create web link 路 Workflow Automation
馃啎 Trigger 路 Web link clicked 路 Workflow Automation
馃啎 Action 路 Display a message on a web page 路 Workflow Automation
馃啎 Trigger 路 When a comment is added 路 Workflow Automation
馃啎 Action 路 Delete current comment 路 Workflow Automation
馃啎 Action 路 Reply to comment 路 Workflow Automation
馃啎 Action 路 End run 路 Workflow Automation
馃啎 Action 路 Rollup collected 路 Workflow Automation
馃啎 Action 路 Send email to collected 路 Workflow Automation
馃啎 Action 路 Filter collected 路 Workflow Automation
馃啎 Action 路 Delay execution 路 Workflow Automation
[UPDATE 馃専] Enhanced date filter 路 Workflow Automation
馃啎 Action 路 Execute script 路 Workflow Automation
馃啎 Action 路 Loop actions 路 Workflow Automation
馃啎 Trigger 路 When a record is deleted 路 Workflow Automation