Workflow filters

A Filter step protects downstream Actions by allowing a route to continue only when its rules match. Workflow Filters are evaluated against the Trigger, the Step's primary input, and outputs from earlier Steps available on the same lineage.

Add a Filter

  1. Select an add point before the Action you want to protect.
  2. Choose Filter.
  3. Select a field from the Trigger or an earlier Step.
  4. Choose an operator.
  5. Enter a fixed comparison value or select another available field.
  6. Test representative JSON in the editor.
  7. Save the Step and verify both a matching and non-matching run.

Rule groups

Conditions inside one group use AND: every condition must match. Multiple groups use OR: the Filter continues when any complete group matches.

Text
(status = "paid" AND total >= 100)
OR
(customer.tier = "enterprise")

Operators

The Workflow runtime supports:

Numeric comparison accepts finite numbers and numeric strings. Date comparison parses both values as dates. Invalid numeric or date values do not match.

Fixed value versus field value

Use a fixed value for a business rule such as total >= 100. Use another field when two parts of the event must agree, such as billing.country exactly matches shipping.country.

Runtime outcomes

Use a Paths step instead when different conditions should lead to different Actions rather than simply continuing or stopping.

Common mistakes

Use Workflow Audit to inspect the selected route and downstream skipped Steps.