Add Filter Task to a process automation - Add a Filter task to a process automation to refine and manage data by applying specific criteria to a process variable before passing it to the next task.

Automation 360

Add a Filter task to a process automation to refine and manage data by applying specific criteria to a process variable before passing it to the next task.

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.
    Filter properties panel
  2. In the Element ID field, enter a unique identifier for this task.
    Used only as an internal reference during design and must be unique within the process. Example, OrderFilter_Returns or StatusFilter_Active.
  3. In the Task name (optional) field, enter a display name for this task.
    This name appears as a reference during process execution. Example, Filter Returned Items.
  4. Optional: Select the Hide this task from users check box.
    After the task completes, the task does not appear to the user in the web interface.
  5. In the Value to filter field, select (x) to specify the variable to apply the filter to.
  6. 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.
  7. In the Filter criteria section, configure the filter condition:
    • In the Conditional drop down, select the data type of the value to filter. Example, String.
    • In the Source field, select x to specify the source variable. Example, $Column_ReturnStatus$.
    • In the Operator drop down, select the comparison. Example, Equal to.
    • In the Target field, enter the value to compare against or select (x) to use a variable. Example, Approved.
    • To make the comparison case-sensitive, select the Match case check box.
    To add another condition, select Add condition.
  8. In the Annotation (optional) section, select Add annotation to add context, assumptions, or references for this step.
    Example, this filter task selects only rows where ReturnStatus equals Approved before passing the table to the next approval task. For more details about annotations, see About annotations.
  9. Click Save.
    You have now configured the Filter Task in your Process Composer process automation.

Filter task order returns

In an Order Returns process, an employee fetches order details using an API Task that populates a table with all ordered items for a specific order.

The employee selects the items to return. A Filter Task then filters the table so that only the selected rows pass to the next task, rather than the entire table. This approach removes the need for custom logic in the automation to identify checked rows, reducing development time.

Add filter task example