Filter Lists

Filter Lists allow you to organize and apply multiple filtering conditions to your data within scenarios. They are particularly valuable when implementing complex filtering logic that requires several conditions to be evaluated simultaneously.

Creating and managing filter lists

  • Navigate to Data Management > Filter Lists

  • Click the + New filter list button

  • Name your filter list appropriately and click Save

  • Add individual filters by clicking the + New filter button in the filter list you just create

  • Remove unwanted filters using the Delete button

  • Confirm all changes by clicking the Save button

Using Filter lists in scenarios

When building your automation scenarios, you can reference your saved filter lists to process data selectively. Each filter can be configured as:

Inclusive - Keeps data that matches the filter criteria

Exclusive - Removes data that matches the filter criteria

These options can be customized directly within your automation scenario, giving you the flexibility to adapt filtering behaviour without modifying the original filter list.

Filter lists significantly streamline scenario development when working with complex data sets that require consistent filtering across multiple workflows.

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