Filter by FlowMattic

FlowMattic Filter Module Documentation

The Filter module in FlowMattic allows you to control the flow of your workflow based on specific conditions. This module provides flexibility to decide whether or not the workflow should continue to the next step, depending on whether the data meets the specified criteria. It helps ensure that only relevant data moves through the workflow, making your automation more efficient and accurate.

With the Filter module, you can create powerful conditional logic in your workflows, deciding when to proceed and when to stop based on real-time data evaluation.

---

Step-by-Step Guide to Using the FlowMattic Filter Module

1. Create a New Workflow

• Log in to your WordPress dashboard where FlowMattic is installed.
• Navigate to your FlowMattic Dashboard.
• Click on “New Workflow” to start creating a new workflow.

2. Add the Filter Module

• Once inside the workflow editor, click “Add New Action” to add a new step to your workflow.
• Select “Filter by FlowMattic” from the list of available applications.

3. Choose the Action Event

FlowMattic’s Filter module provides two primary action events to control how the workflow behaves based on your conditions:

3.1. Continue If Condition Is Met

• Choose this option if you want the workflow to proceed to the next step only if the conditions set in the filter are met. If the conditions are not met, the workflow will stop execution at this point.

3.2. Exit If Condition Is Met

• Select this option if you want the workflow to stop when the conditions are met. If the conditions are not met, the workflow will proceed to the next step as usual.

These two options provide flexibility to control how and when your workflows should continue or stop, based on real-time data.

4. Set Up Filter Conditions

In the Filter Setup & Testing section, you will define the conditions that control the workflow’s execution. Here’s how to set up the conditions:

4.1. Choose the Field (First Dropdown)

• From the first dropdown, select the field or variable that you want the filter to check. This could be data retrieved from previous steps or external inputs, such as values from an API response or form submissions.

4.2. Set the Condition (Second Dropdown)

• In the second dropdown, choose the comparison operator that defines how the selected field should be evaluated. Here are a few available conditions-
• Equals
• Contains
• Does Not Contain
• Greater Than
• Less Than
• Is Empty / Is Not Empty These operators allow for a range of conditional checks to suit your workflow requirements.

For detailed overview of the conditions, read: Filter and path rules in FlowMattic

4.3. Define the Value (Third Dropdown)

• In the third input field, specify the value that the selected field will be compared against. For example, if you’re checking if an email field contains the domain “@gmail.com”, you would select “contains” in the second dropdown and input “@gmail.com” in this field.

5. Add Multiple Conditions (Optional)

If your filter needs to evaluate multiple conditions, you can add more criteria using the AND or OR logic:

• AND: All conditions must be true for the workflow to proceed.
• OR: At least one condition must be true for the workflow to proceed.

This allows you to create complex conditional logic to manage various workflow scenarios.

6. Save and Test the Filter

Once you have set up the filter conditions, follow these steps:

• Save the Filter: Click on the “Save” button to save your changes.
• Test the Filter: To ensure that the filter works as expected, click on the “Test Action” button. This will test the filter with sample data to verify that the conditions are being correctly applied. The test results will show whether the workflow will proceed or stop based on the current filter settings.

7. Save the Workflow

Once you’ve tested and confirmed that the filter is working correctly:

• Click on the “Save Workflow” button to finalize and save your workflow.

---

Use Cases for the Filter Module

Here are a few examples of how the Filter module can be used in your workflows:

• Lead Qualification: Use the filter to continue the workflow only if a lead’s details (e.g., budget, location, or business size) meet certain criteria.
• Email Campaigns: Stop the workflow if the recipient’s email domain is not on your preferred list (e.g., if you only want to send emails to corporate domains).
• Form Submissions: Proceed with the workflow only if a user’s form submission contains all the required fields, and stop if any are missing or incomplete.

---

Conclusion

The Filter module in FlowMattic is a versatile and essential tool for managing workflow conditions and improving the efficiency of your automations. By setting up filters, you can control when and how a workflow should proceed, ensuring that only relevant and appropriate data is processed.

With options like Continue If Condition Is Met and Exit If Condition Is Met, as well as the ability to create complex conditions using AND/OR logic, the Filter module empowers users to build highly dynamic workflows that respond to the needs of their business.

By following the steps outlined in this guide, you can effectively set up, test, and implement filters in FlowMattic, helping you automate smarter and more efficiently.