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GuidePlatformv1

Trigger filters

Learn how to effectively apply trigger filters in order to selectively process data rows based on specified criteria. Discover how to define trigger filters by selecting a trigger-emitted data field, setting the desired criteria, and entering a value, if

#automation#triggers

Trigger filters can be used so that the system only processes certain data rows that match defined criteria.

To define a trigger filter, click this button:

Select a data field emitted by the trigger from the dropdown list here:

Then choose a criteria for that field:

Then enter a criteria value if needed:

So in the above example, the trigger will only emit new or updated appointments that have a note containing the text "important".

Trigger filters can be combined with AND and OR logic in order to build a complex filtering rule.

To remove a filter rule, click its X icon here:

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Last updated April 4, 2026