Trigger Filters
You can apply filter criteria using a filter expression builder. IntelliBuddies provides a powerful UI for creating complex filter expressions with grouping and expression-building capabilities. This UI is designed to help you filter and query data effectively by providing an intuitive graphical interface for constructing filter expressions.
Building filter expressions
The filter expression builder UI allows you to create a basic expression and combine it with logical conjunctions to form a grouped expression.
Basic Expressions
- Click on the "+" button and select Add Condition
- Select the field from the drop-down
- Select the operator from the options
- Specify the value
Grouping Expressions
- Click on the + button and select Add Group
- By default, the logical conjunction for grouping would be AND. Click the AND and change it to OR based on your requirements.
Combining Expressions
Combine basic and grouped expressions to create sophisticated filter criteria. You can nest groups within groups for even greater complexity.
Trigger filter
You can apply filter criteria in the following types of triggers to extract the required entries by building your filter expressions using the filter dialog.
Email Trigger filter
Using our filter dialog, you can apply filter criteria to extract the required emails by building your filter expressions.
Email Filter Fields
Here are the fields listed for building an Email Trigger Filter
| Field | Description |
|---|---|
| Sender | Retrieves the emails based on the Sender field |
| Receiver | Retrieves the emails based on the Receiver field |
| Cc | Retrieves the emails based on the Cc field |
| Bcc | Retrieves the emails based on the Bcc field |
| Subject | Retrieves the Email based on the Subject field. Note: This filter does not work for Outlook and Yahoo IMAP. It will work if bcc is provided in the header by the server(pop3), like an Email sent from Gmail to Gmail containing a bcc header. |
| Keyword Set | Retrieves the emails that contain or do not contain the specified keyword in the keyword set. Note: You need to enable UTF Accept extension inside IMAP server to apply this filter. By default, this option is disabled for Yahoo and Outlook servers |
| Start Date | Retrieves emails whose sent Date is greater or equal to the specified date |
| End Date | Retrieves emails whose sent Date is lesser or equal to the specified date |
| Delivered After | Retrieves emails whose delivered Date is greater than the specified date |
| DeliveredBefore | Retrieves emails whose delivered Date is lesser than the specified date |
| Saved Since | Retrieves emails whose saved Date is greater or equal to the specified Date. Note: You need to enable SaveDate extension inside IMAP server to use this filter. It disables this option by default for Gmail, Yahoo, and Outlook IMAP servers. |
| Saved Before | Retrieves emails whose saved Date is lesser or equal to the specified Date. Note: You need to enable SaveDate extension inside IMAP server to use this filter. It disables this option by default for Gmail, Yahoo, and Outlook IMAP servers. |
| Age | Retrieves older or younger emails than the specified number of seconds. Note: You need to enable Within extension inside IMAP server to use this filter. It disables this option by default for Gmail, Yahoo, and Outlook IMAP servers. |
| Priority | Retrieves the emails based on Priority, like highest, high, normal, low, or lowest. This field is available in pop3 servers only |
| Organization | Retrieves the emails that contain or do not contain specified text in the organization. This field is available in pop3 servers only |
Conditional Operators
Here are the specific conditional operators that the user can choose in case of an Email Trigger
| Operator | Description |
|---|---|
| Contains | Checks whether the specified filter field contains the specified value. Applicable only for the fields of String type. |
| NotContains | Checks whether the selected filter field does not contain the specified value. Applicable only for the fields of String type. Note: This conditional operator does not work as expected in the case of Yahoo servers. |
| Equal | Checks whether the specified filter field equals the specified value. Applicable only for the fields of type Date. |
| Older Than | Checks whether the age of the Email is older than the specified value. Applicable only for the Age filter. |
| Younger Than | Checks whether the age of the Email is younger than the specified value. Applicable only for the Age filter. |
Task Trigger Filter
Users can apply filter criteria to Task Trigger, which will trigger a job if it satisfies. Users can apply filter criteria to Trigger using this multiple-filter option by building the filter expressions.
Task Filter Fields
Here are the fields listed for building the Task Trigger Filter.
The filter dialog will provide at least the fields listed below to build your filter expressions. However, the List of fields will grow based on the fields available inside the Form associated with the Task. This way, you can build filter expressions based on the Form fields.
| Field | Description |
|---|---|
| Task.Action | Triggers a job based on action. |
| Task.Assigned | Choose this if you want to check for the user to whom the Task is assigned, and if it matches, triggers a job. |
| Task.Priority | Choose this if you want to check for Priority, whether medium, high, or low. |
| Task.Status | Choose this to Trigger a job based on the Task's status. |
| Task.Name | Choose this to trigger a job if it matches the specified name. |
Conditional Operators
Here are the specific conditional operators that the user can choose in case of Task Trigger
| Operator | Description |
|---|---|
| Equal To | Checks whether the specified filter field equals the specified value. |
| Not Equal To | Checks whether the selected filter field does not equal the specified value. |
| Greater Than | Checks whether the selected filter field is greater than the specified value. Applicable only for the fields of type Date, Number, Time. |
| Less Than | Checks whether the selected filter field is less than the specified value. Applicable only for the fields of type Date, Number, Time. |
| Greater Than Or Equal To | Checks whether the selected filter field is greater than or equal to the specified value. Applicable only for the fields of type Date, Number, Time. |
| Less Than Or Equal To | Checks whether the selected filter field is less than or equal to the specified value. Applicable only for the fields of type Date, Number, Time. |
List Trigger Filter
To meet specific requirements, List Trigger supports users to apply filter criteria based on the List columns. Users can apply filter criteria to Trigger using this multiple-filter option by building the filter expressions.
List Filter Fields
Here are the fields listed for building the List Trigger Filter.
The filter dialog will provide at least the fields listed below to build your filter expressions. However, the List of fields will grow based on the fields available inside the List. This feature enables the creation of filter expressions based on the list columns.
| Field | Description |
|---|---|
| ListItem.EventType | Specify the relevant value (Created, Updated, or Deleted) under the Events To Monitor section in the List Trigger dialog box. |
Conditional Operators
Here are the specific conditional operators that the user can choose in case of Task Trigger
| Operator | Description |
|---|---|
| Is Null | Checks whether the specified filter field is null. |
| Is Not Null | Checks whether the selected filter field is not null. |
| Equal To | Checks whether the specified filter field equals the specified value. |
| Not Equal To | Checks whether the selected filter field does not equal the specified value. |
| Greater Than | Checks whether the selected filter field is greater than the specified value. Applicable only for the fields of column type Date, DateTime, Numeric, Integer, Sequence Number, Percentage. |
| Less Than | Checks whether the selected filter field is less than the specified value. Applicable only for the fields of column type Date, DateTime, Numeric, Integer, Sequence Number, Percentage. |
| Greater Than Or Equal To | Checks whether the selected filter field is greater than or equal to the specified value. Applicable only for the fields of column type Date, DateTime, Numeric, Integer, Sequence Number, Percentage. |
| Less Than Or Equal To | Checks whether the selected filter field is less than or equal to the specified value. Applicable only for the fields of column type Date, DateTime, Numeric, Integer, Sequence Number, Percentage. |
| Contains | Checks whether the selected filter field contains the specified value. Applicable only for the fields of column type Text, Text Area, Email, Phone, Url. |
| Not Contains | Checks whether the selected filter field does not contain the specified value. Applicable only for the fields of column type Text, Text Area, Email, Phone, Url. |
| Starts With | Checks whether the selected filter field starts With the specified value. Applicable only for the fields of column type Text, Text Area, Email, Phone, Url. |
| Ends With | Checks whether the selected filter field ends With the specified value. Applicable only for the fields of column type Text, Text Area, Email, Phone, Url. |