Step 3. Workflow filters

In the filter step you can include or exclude specific fields to ensure the workflow only continues on the records you want.

Filter conditions

You can make use of filter conditions, such as:

‘Is’ = Use this expression when there is only one condition that should be included in a particular field
‘Is Not’ = Use this expression when you want to exclude multiple conditions within a field
'Contains' = Use this expression when the workflow should continue if the value contains certain characters (Note: not capital sensitive)
'Does not contain' = Use this expression when the workflow should not continue if value does not contain certain characters (Note: not capital sensitive)

A few examples of how you can use them:

Is Not

In a ‘Candidate Rejected’ workflow you want to send out surveys to all rejected candidates in all rejection stages except for candidates who have been rejected after the Application Review stage. In this case, your filter step will look as follows:

Contains

If you want to set up a workflow that triggers all tiered sub-departments you can add a contains filter that includes the parent department. In this case, your filter step will look as follows:

"AND"/"OR" conditions

By clicking on "AND" or "OR" you can add multiple conditions to your filter step.

AND will ensure that the workflow only continues if all listed conditions are satisfied. This way, you can add multiple filters in the Filter step such as Rejection Reason, Source Name, etc.:

OR will differentiate between the conditions, giving you the possibility to trigger the same survey based on different values from a field.

As an example, if you want to send out the same survey to candidates rejected at different stages, you can use a OR condition:

Tips & Tricks

• To use filters in the correct way it is really important to know all existing conditions for every field in your Greenhouse environment. Please look at the Notifications for the exact spelling or in your Greenhouse environment
• ‘Is’ and ‘Is Not’ conditions are case sensitive. 'Contains' and 'Does not contain' are not case sensitive.