Filters
Last updated
Last updated
The filter is one of the most powerful features which helps you to filter the data coming from another app or the data stored within the picky assist and perform Actions based on the filter matching conditions,
For example, if the age of the person is between 18-25 and the gender is male then perform a set of actions defined by you, similarly, you can create any number of filters and specify actions that are specified to the filters
You can create Unlimited AND filter conditions and decide whether to match all conditions or match any conditions to perform the action in the step.
Match All Conditions: If you select this then the system will match all conditions configured in the filter i.e all conditions should be true to take further actions
Match Any Condition: If "Match Any Condition" is selected then the system will proceed to the next step if any of the conditions in the filter becomes true.
Please note if the filter condition is false then it will skip the action configured in the step and moves into the next step in the order, so if you want to perform separate action for both filter conditions i.e true and false then please create another step with the false condition just below the true condition step
Below are the available data types and conditions to filter
Data Types | Condition |
Text | is isn't in list not in list not contains doesn't contains starts with ends with minimum length maximum length is empty is not empty |
Numeric | equals not equals greater than less than between not between minimum length maximum length is empty is not empty |
Date & Time | is isn’t on after before not before between not between is empty is not empty |
Date | is isn’t on after before not before between not between is empty is not empty |
Time | is isn’t on after before not before between not between is empty is not empty |
is isn't contains doesn't contains starts with ends with is empty is not empty | |
Website | is isn't contains doesn't contains starts with ends with is empty is not empty |
URL | is isn't contains doesn't contains starts with ends with is empty is not empty |
Choice | is isn't is empty is not empty |
WhatsApp to Filter WhatsApp numbers | is isn't |
Text filter has 2 additional conditions "In List & Not In List" which helps you to filter a group of text like postal code, email address, phone number, country code, country or any data which is separated by comma or any other delimiter, for an example, if you want to check assign the chat to different team members based on the postal code then you can make use of this feature, you can input all data in comma separated value like 898333,983333,898989,833333 and system will check the condition against the given data.
If your data is not in comma separated format then you can instruct the delimiter to the system like pipe | etc
When an order is received check whether the Postal code is serviceable or not and send a reply or take action accordingly
Whitelist mobile numbers or email to give controlled access to certain information like a course or information only available to a group of white-listed email addresses or mobile numbers
Allocate chat based on country to different team members like Asia assign to assign team, North America assign the chat to north America team
Filter data based on a group of names like Daniel, Martin, Albert etc
There will be a situation when working with many 3rd parties that the date and time may not always be in ISO Standards so we have a date & time formatter which helps you to map the Day, Month, Year, Time, Hour, Format virtually from any type of formats when separated a record with a comma, hyphen, slash, dot, semi column
You will also have the option to convert a date and time from a timezone to another which helps to send messages at the right time.
Date & Time formatter will appear when any of the Filter field type is Date, Date or Time, Time as show below
