Configuring Filters

A filter is a record gate that decides which records continue through the pipeline and which are silently dropped. Filters are configured directly on exports, imports, and flow router branches -- not as standalone resources.

Concerns when configuring a filter:

• Placement -- where in the pipeline the filter runs (output filter on export, input filter on lookup, pre-import filter, branch routing condition)
• Mechanism -- expression-based rules (declarative, no code) vs. script-based (full JavaScript control)
• Expression syntax -- prefix-notation S-expressions with operators, field access (extract), type coercions, and logical combinators (and/or/not)
• Settings references -- dynamic filter values pulled from flow, export, import, or integration settings via settings accessor
• Script alternative -- when expression rules cannot handle the logic (multi-step conditionals, date math, external lookups), use a filter script instead

Four Places Filters Appear

Output filter (export filter)

Applied after records are retrieved from the source system. Records that match continue through the flow; records that do not match are silently dropped. Available on all export types.