Add Filter Task to a process automation

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.
    For example, you have a table as an output of a form, and your output has an Approved column that contains Yes or No data in the rows, the filter task will be able to retrieve only rows with Yes as an output of the filter task.
  2. From the Filter Task panel:
    1. Enter a name in the Element name field.
    2. Enter the task name in the Task display name field.
      The task display name displays in the web interface as a reference.
    3. Optional: Select the Hide this task check box.
      After task completion, the user does not see the Filter Task in the web interface.

      To display the hidden task, select the View hidden tasks check box in the tasks view page of the web interface.

    4. Enter a variable in the Variable to be filtered field.
    5. In the Filtered type field, select an option.
      For example, for a dictionary variable, the Check each key/value pair in the dictionary or Check entire dictionary options are available for you to select.
    6. In the Filter criterion field, select a condition.
      After you select a condition, specify the Source variable, Operator, and Target value fields.
  3. Click Save.
    You have now configured the Filter Task in your Process Composer process automation.