Adding filters to an operation and passing in parameters

When adding filters to an operation, you can create multiple filters, add multiple parameters, and mix static and dynamic values. One common dynamic value used in the Start step is a filter that extracts records where the "last modified date" is greater than a value, then the parameter is the special Last Run Date value.

This example uses the Salesforce operation, however, the configuration and filter support for other connectors may be different. Refer to the respective connector documentation in the Application Connectors section for more information.

note

For a full list of available filter operators, refer to Connector operations, filters, and parameter values.

1. Create or edit an Operation component.

2. Click the Options tab.

3. Click the Import button and use the wizard to generate the XML profile and configure the operation.

4. At the bottom of the page, add a filter.

5. Configure the filter with a user-defined name, the field to filter against, and a comparison operator.

   The user-defined name is displayed as the operation's inputs.

   note

   This filter name displays in the list of operation inputs when the operation is referenced.

6. Save the operation.

7. Create a new process and edit the Start step.

   The Start step dialog opens.

8. On the General tab, select the appropriate connector type, an existing connection, and the operation from above.

9. Click the Parameters tab.

10. Click the plus icon to add a new parameter. This parameter represents the value to pass into one of the filters defined in the operation.

11. Click Browse next to Input and select a filter to provide a value for and click OK.

    Notice this value is the same as the user-defined filter name above.

12. Set Type to Static.

13. Specify a value to pass into the operation input and then click OK.

14. Save the Operation component.