Step 2: Setting up workflow filters

Include or exclude specific fields

You can now add some filters to your workflow. Filters make the workflow continue only when specific conditions are encountered.

If you are creating a workflow from scratch then first you have to add the 'Filter' step to your workflow. If you are creating one of the pre-built workflows templates then you can go directly to point 3.

1. Click on '+'

2. Click on 'Filter' and then on 'Set up your filter'

3. Here you can make use of different 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 the value does not contain certain characters (Note: not capital sensitive)

4. Click on 'Update filter' when you're done.