Rule Collection Filter Step

Last Updated: 07/26/2016 Introduced in Verision: 3.2

This tutorial demonstrates how to use Rule Collection Filter Step. This step designer is able to create a custom Rule to filter collection of any type in Decisions.

Example:

In this example we are going to use a Rule Collection Filter Step to filter a list of Accounts in Decisions.

We begin in the Designer Folder with clicking Create Flow button on the Folder Actions Panel.

createFlow

In the resulting window we Name the Flow and click Create to proceed to the Flow Designer.

nameFlow

In the Flow Designer we add Get All step from the Integrations > All Integrations > Internal Services > Account Service category.

getAllAccs

Then, we add Rule Collection Filter Step from All Steps [Catalog] > Data > List category next to Get All step in our Flow.

addRuleCollectionFilter

Next, we are going to set up Rule Collection Filter Step. In the Inputs section of the Step settings we can check Expose Flow Data check-box if we would like to be able to use all Flow Data in our Filter Rule. Then, with the Type picker we select a type of the List that we are going to Filter with our custom Rule.

pickAccType

In the Input Collection setting we are going to Select Value of the Get All Output in our Flow.

selectGetAllOutValue

Then, we click Open Rule to create our custom Rule Filter.

openRule

In the Start Rule window we click Add New Rule Step.

addNewRuleStep

First, we expand Entity, select Email Address and click Next. Entity is our single Account from the Input list. This custom Rule will be evaluated against each Entity in the list and Filter Out all entities if the Rule outputs False.

pickEntEmail

In the resulting window we pick Contains verb and click Next.

entEmailContains

Finally, as value for this condition we define Constant ‘admin’. Click Done when finished.

containsAdmin

Our Rule reads Entity.EmailAddress Contains admin, therefore the output from this step will be a list of Accounts which email addresses contain ‘admin’. We can save and close Rule Designer.

ruleCompleted

Back in the Flow Designer we connect Rule Collection Filter Step outcome to the End Step in our Flow. With End Step selected on the workspace we click Add New Output Data.

addNewFlowOut

In the resulting window we click Pick from flow data link.

pickFromFlowData

Then, we expand RuleCollectionFilterStep_Output and pick All Email Address.

pickAllEmailAddresses

When finished Adding Data we click Ok.

completed

This completes our Flow. We can click Test Flow on the top panel of the Flow Designer.

testFlow

Our Flow executes in the Debugger with no issues. If we check Rule Collection Filter Step Input Data we can see a list of all Accounts in Decisions.

ruleCollectionStepInputData

The Output from Rule Collection Filter Step is a list of filtered Accounts which email addresses contain ‘admin’.

ruleCollectionStepOutputData

Finally, our End Step outputs a list of Email Addresses from the Filtered List of Accounts.

outputData

 

Additional Resources