Set a Data Filter Condition

In the Activity Properties window —Who, Action, and Wait tab— check the Condition radio button in the "When" section, then click the "Set Data Filter" button to access the Condition Based Filtering dialog.

In the filter window, highlight the appropriate data element (column) that the user would like to filter:

• Select the "Old Value" button. In the edit area, set the data value (original value of the data column/field) with the appropriate comparison operator.
• Select (or type) "and" or "or" logical operator to add appropriate logical operators to the condition.
• Select the "New Value" button. In the edit area, set the data value (new value of the data column/field) with the appropriate comparison operator.

Example 1

{old.<field>} = OriginalValue and {new.<field>} = NewValue

In this condition, the process will compare the original value of the field in the original record (before the update) to the provided value. Then along with the logical operator, the new value of the same field is compared to the provided value. In case of a new data insert, original value will be blank for the comparison. Therefore, logical operator "or" might be needed instead of "and." The user must use both old.<field> and new.<field>.

Example 2

Comparison operator "!=" and "<>" works the same way.

{old.<field>} != OriginalValue and {new.<field>} <> NewValue

Example 3

Multiple fields/columns can be used but the usage of parenthesis or complicated logic may not function well. Single field/column usage is recommended.

{old.<field1>} = OriginalValue and {new.<field1>} = NewValue

and

{old.<field2>} = OriginalValue and {new.<field2>} = NewValue

Notes

• Make sure there is one blank space around the comparison operator ("=" in these examples) for the Workflow parser to properly parse the filter. If no space is provided, the process will assume it is "=".
• A blank space around the logical operator ("and" or "or") is also needed.
• Data value may not need any single or double quotes. Single quotes will be converted to double quotes and double quotes will be handled appropriately. Example: {old.<field>} = "OriginalValue" and {new.<field>} = "NewValue"