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Filter by condition

Learn how to use Sheetgo condition filter

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 2 weeks ago

Including a Condition filter in your workflows lets you easily filter the data you want to transfer from source to destination. You can set one or more conditions to transfer only certain data to the destination file.

Here are a few basic conditions:

  1. Texts in "Column A" are equal to a specific name.

  2. Dates in "Column B" match the current month.

  3. Numbers in "Column C" are greater than 100.

Filtering by Condition disables the Transfer formatting option.

Set up a Filter by condition

First you have to add a data processor to your automation.

Under the Select a data processor, select Condition:

First, you have to select and order columns. If you are selecting just some columns, double check the order in which they show up on the bar, as that's how they will be transferred to the destination file. You can always rearrange them by dragging and dropping them.

In this example, the destination file's header will be: column A, column C, column B.

Next, you must set up one or more conditions. If you plan to use many conditions, you have to choose the Condition type to define how they will be evaluated:

  • OR - Data will be transferred if it matches one of the conditions.

  • AND - Data will be transferred if it matches all conditions.

Click Add condition to specify which conditions to filter the data. Next, use the drop-down menus to select the Column, Criteria, and Value that Sheetgo should evaluate for each condition.

There're a variety of criteria to choose from:

  • Number

  • Date

  • Text

  • Empty or not

  • True or false.

When you finish setting conditions, click Next step or Done editing and run your workflow.

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