Step 2. Setting up workflow filters

Include or exclude specific fields

In the filter step you can include or exclude specific fields to ensure the workflow only continues on the records you want. Here you can make use of ‘is’ filters or ‘is not’ filters.

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

*Example (Is Not): In a ‘Candidate Rejected’ workflow you want to send out surveys to all rejected candidates in all rejection stages except for candidates rejected who have been rejected after application review. In this case, your filter step will look as follows:

*Example (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:

Secondary conditions

By clicking '+ Add optional condition' you can add multiple filters in the Filter step such as Rejection Reason, Source Name, Office Name etc.:

:star: Tips & Tricks

  • The filters in starred work as AND filters, not OR filters. This means that you can’t add 2 rejection stages in the workflow since a candidate is always rejected on one stage.
  • 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 in Starred Connect for the exact spelling or in your Greenhouse environment

What’s Next

How to add 'Get Actions' in your workflow?