You can add a Filter Task to apply a filter to a process automation variable in Process Composer.

Procedure

  1. Add the Filter Task option to the process automation by dragging the element from the Task panel. The filter task applies a filter to the process automation variable.

    Example of how to apply a Filter Task: You can apply a Filter task as part of an Order Returns process where an employee can fetch order details using an API Task on the form which populates the table with all of the ordered items belonging to that specific order.

    Add filter task example

    Then, individual items can be selected which represents what the customer would like to send back.

    Upon submitting the form, a Filter task is applied on the table so that only the selected rows will be passed into the next task rather than the entire table.

    Benefits: This saves the developer time from having to implement logic in the automation task to determine which items were checked, and as a result, speeds up development and simplifies the implementation.

  2. From the Filter Task panel:
    1. Enter a name in the Element name field.
    2. Enter the task name in the Task name field.
      The task display name displays in the web interface as a reference.
    3. Optional: Select the Hide this task from users check box.
      After task completion, the user does not see the Filter Task in the web interface.
    4. Enter a variable in the Variable to be filtered field.
      Select the (x) box and specify a Variable Source: Global, Process, or Task. See Supported variable types in Process Composer.
      1. For a Global source, select a type in the Variable field.
      2. For a Process or Task source, select a Variable type (Input, Output, Meta) and then select the Variable.
      3. Click Add.
    5. In the Filter type field, select an option.
      For example, for an input table variable, you can select the Check each row in the table option.
    6. In the Filter criterion field, select a condition. For example, you can select the Boolean condition.
      After you select a condition, specify the Source variable and Operator fields.
  3. Click Save.
    You have now configured the Filter Task in your Process Composer process automation.