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DocumentationÃÛ¶¹ÊÓƵ Workfront Fusion

Add a filter to a scenario

Last update: Thu Jan 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

In some scenarios, you need to work only with bundles that meet specific criteria. Filters allow you to select those bundles.

For example, you could create a scenario with the Watch records trigger for Workfront to capture only tasks assigned to a specific user.

You can add a filter between two modules and check whether bundles received from the preceding modules fulfill specific filter conditions:

  • If they do, the bundles pass on to the next module in the scenario.
  • If they don’t, processing for the bundles terminates.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
ÃÛ¶¹ÊÓƵ Workfront package Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Work or higher
ÃÛ¶¹ÊÓƵ Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Any
Product

New:

  • Select or Prime Workfront plan: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.
  • Ultimate Workfront plan: Workfront Fusion is included.

Or

Current: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Prerequisites

You must add both modules to a scenario before you can add a filter between them.

Add a filter between two modules:

  1. Click the Scenarios tab in the left panel.

  2. Select the scenario where you want to add a filter.

  3. Click anywhere on the scenario to enter the Scenario editor.

  4. Click the wrench icon Wrench icon between the modules where you want to add a filter and select Set up a filter.

  5. In the box that displays, enter a Label for the filter.

  6. Define the filter Condition.

    Enter the field that you want to filter by in the first field, the operator, and (if necessary) the value that you want to compare the field to.

    note tip
    TIP
    You can enter values into filter fields from the mapping panel
    For more information on mapping, see Map information from one module to another.

    For example, if you wanted the filter to pass files in ÃÛ¶¹ÊÓƵ Workfront ending with XML, you would enter File name in the first box and .xml in the second box. In the drop-down menu between them, you would select Ends with (case insensitive). This filter would apply to incoming bundles from the first module (Workfront). Only bundles containing XML files would pass on to the next module.

    Set up a filter

  7. Click OK.

Copy a filter

Currently, the scenario editor does include a feature for copying a filter.

NOTE
If you copy the modules on either side of the filter, the filter is also copied.
For more information on copying modules, see Copy modules or scenarios in ÃÛ¶¹ÊÓƵ Workfront Fusion.

To copy a filter without copying modules, you can use the Fusion DevTool

  1. Click the Scenarios tab in the left panel.

  2. Select the scenario where you want to add a filter.

  3. Click anywhere on the scenario to enter the Scenario editor.

  4. Open the Fusion DevTool by clicking on the DevTool icon DevTool icon near the bottom of the screen.

    If you do not see the DevTool icon, see Debug a scenario for instructions on opening the DevTool.

  5. Click the Tools icon DevTool tools in the left side bar.

  6. Click Copy Filter, then configure the Copy Filter tool in the right side panel:

    1. Set the Source Module as the module directly after the filter you want to copy.
    2. Set the Target Module as the module that you want to place the filter directly after.

  7. Click Run.

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