Custom Filter Expression

kas

Hello!

I am unsure how to write a Custom Filter expression for the following scenario - I will be connecting a 'Text' Interface tool so the end user can type in the specific answer they are looking for.

There will be a field with policy numbers, and the default for the filter should be "all", unless they enter a specific number in the prompt within the Text interface. 

So the custom filter would be something like:

 if [Policy Number] = '1234567' then '1234567' else [Policy Number] endif

Then I could use the Text box interface tool and if left blank, all policies would come through, and if a policy number is entered, only that policy number would come through.

I've attached a mini workflow for the scenario...any input is greatly appreciated!

Kim

Custom Filter Questioin.yxwz

abacon

@kas I have detailed the steps below.

1. You need to use a formula within the action tool you have connected to the filter.

2. I changed the tool that gets updated from the filter itself to a formula tool to create a variable.

3. In the filter tool, if the previously created variable doesn't change, it won't filter anything out - if it includes a value passed in, it will filter to the desired policy number.

Bacon

Custom Filter Questioin - abacon update.yxwz