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Filter Retrieved Records

Summary

Filter the retrieved records only for those that match the specified conditions.

How to use

You must retrieve the records to target in advance using actions such as “Retrieve All Records” or “Retrieve Records by Providing Key.”

The records filtered by “Filter Retrieved Records” can be utilized in a different action where this action was set.

The original records will not change due to this action. For example, suppose the following actions:

  • Action 1: Retrieve All records
  • Action 2: Filter the retrieved records (original record = 1)

When you refer to the result of Action 1 ($1), you will get all records. In contrast, referring to the result of Action 2 ($2) will provide you with the filtered records.

To combine multiple conditions with “AND”, you can connect the results of “Filter Retrieved Records” to another “Filter Retrieved Records”. You cannot connect with “OR”.

Parameters

Set Records before Narrowing Down, Condition Field, Criteria, and Comparison value.

Records before Narrowing Down

Select the Action you used to import the records before filtering.

You cannot select the Action you are currently creating.

Condition Field

Select the fields from the app that served as the filtering criteria for “Records before Narrowing Down.”

You cannot select the following fields:

  • Attachment
  • Table
  • Related records
  • Group

Criteria

Select comparison methods such as “equal” and “greater”.

Comparison value

Enter the value to compare the field’s value. You can also use direct input or expressions.

Filtering in fields within the table

When a field in the table is specified as a “Condition Field”, the following behavior will occur:

  • If the “Records before Narrowing Down” is derived from “Retrieve Table Rows as Records”, it will be filtered as one record per row.
  • In other cases, records that have one or more rows that meet the filtering conditions within that table will be included in the filtering results.