configuring-filters

Configure Celigo filter rules on exports, imports, and flow branches that control which records continue through the pipeline. Use when adding filters, setting branch routing conditions, or choosing between expression and script filters.

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npx skills add celigo/ai --skill configuring-filters

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<! TIER:1 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. Input filter (lookup export inputFilter ) Applied to incoming records before they trigger a lookup API call. Records that do not match skip the lookup step entirely they pass through without enrichment. This reduces unnecessary API calls. Only relevant when isLookup: true . Import filter (import filter ) Applied to records before they are sent to the destination system. Records that do not match are dropped and never submitted to the destination. Useful for conditional writes (e.g., only import records with a non empty email). Branch input filter (router branch inputFilter ) Applied per branch in a flow router to route records to different processing paths. Each branch has its own filter expression. The last branch can omit a filter to serve as a catch all. Configured on the flow's routers[].branches[] entries, not on exports or imports. Quick Reference Filter Type Decision Matrix Situation Use Configured on Skip records from the source based on field values Output filter ( filter ) Export resource Skip lookup calls for records missing required fields Input filter ( inputFilter ) Export resource ( isLookup: true ) Skip import for records that should not be written Import filter ( filter ) Import resource Route records to different branches by field values Branch filter ( inputFilter ) Flow routers[].branches[] Complex multi step logic, date math, external calls Script filter Export or import filter.type: "script" Expression vs. Script Mechanism When to use Config Expression ( type: "expression" ) Standard field comparisons, pattern matching, empty checks, combining with and/or filter.expression.rules array Script ( type: "script" ) Complex business logic, cross record state, date calculations, external API calls filter.script. scriptId + filter.script.function Prefer expressions they are simpler, faster, and do not require a separate script resource. Use scripts only when expression operators cannot handle the logic. Operator Quick Reference Operator Meaning Operands equals Exact match field, value notequals Not equal field, value greaterthan Greater than field, value greaterthanequals Greater than or equal field, value lessthan Less than field, value lessthanequals Less than or equal field, value contains Substring match field, substring doesnotcontain No substring match field, substring startswith Prefix match field, prefix endswith Suffix match field, suffix matches Pattern match field, pattern notempty Field has a value field empty Field is null/empty field and All conditions true condition, condition, ... or Any condition true condition, condition, ... not Negate condition condition Field access: ["extract", "fieldName"] for record fields, ["settings", "flow.settingName"] for configuration values. Type coercions: ["number", ...] , ["string", ...] , ["boolean", ...] , ["epochtime", ...] . Transformations: ["lowercase", ...] , ["uppercase", ...] , ["floor", ...] , ["ceiling", ...] , ["abs", ...] . Schema Index Schema Contents [filter.yml](references/schemas/filter.yml) Filter object type, expression (version, rules), script ( scriptId, function), all operators and examples Related Skills [configuring exports Quick Reference](../configuring exports/SKILL.md quick reference) export configuration where output filter and input filter are wired [configuring imports Quick Reference](../configuring imports/SKILL.md quick reference) import configuration where import filter is wired [writing scripts Record Level Processors](../writing scripts/SKILL.md record level processors on export or import) script based filter hook signature and data shapes [building flows Flow Topologies](../building flows/SKILL.md flow topologies) branching routers with per branch input filters [writing handlebars Quick Reference](../writing handlebars/SKILL.md quick reference) Handlebars in dynamic filter values <! TIER:2 How to Configure a Filter 1. Determine filter placement Where in the pipeline should filtering happen? After export retrieval use an output filter on the export ( filter ) Before a lookup call use an input filter on the lookup export ( inputFilter ) Before import submission use a filter on the import ( filter ) For branch routing use branch input filters on the flow router 2. Choose expression vs. script Can the logic be expressed as field comparisons combined with and/or? Use an expression. Need loops, date math, cross field calculations, or external API calls? Use a script. 3. Build the expression rules Expression rules use prefix (S expression) notation. Every rule is an array where the first element is the operator and remaining elements are operands. Pattern: Single condition Pattern: Multiple conditions (all must match) Pattern: Multiple conditions (any must match) Pattern: Field access with type coercion Pattern: Dynamic value from settings 4. Set the filter on the resource Use the CLI set command to add or update a filter on an existing export or import. The set command does GET modify PUT automatically. For complex expressions, use JSON input: 5. Wire a script filter (when expressions are insufficient) Create the script resource first, then reference it: The script function receives options.record and must return true (process) or false (skip). See [writing scripts Record Level Processors](../writing scripts/SKILL.md record level processors on export or import) for the full function signature. 6. Test the filter Check numSuccess , numIgnore , and numError on the job. Records dropped by a filter show up in numIgnore , not numError . CLI Commands Filters are configured on exports and imports, not as standalone resources. Use export and import CRUD commands. <! TIER:3 Pre Submit Checklist Before creating or updating a filter, verify: [ ] filter.type matches the config block "expression" requires filter.expression , "script" requires filter.script [ ] expression.version is "1" the only supported version [ ] Operator names are lowercase "notempty" , not "isNotEmpty" or "NOTEMPTY" [ ] extract references valid field names field names must match the actual record structure; use dot notation for nested fields (e.g., "customer.email" ) [ ] Type coercions are applied where needed comparing a string field to a number requires ["number", ["extract", "field"]] [ ] Script filter returns strict boolean true or false , not truthy/falsy values [ ] Input filter is on a lookup export inputFilter only applies when isLookup: true Gotchas 1. Operators are notempty / empty , not isnotempty / isempty . The spec documents both forms but the platform uses the shorter names. Using isnotempty or isempty will silently fail to match. 2. Filtered records are silently dropped, not errored. There is no error log entry for filtered records. They appear as numIgnore in job stats, which makes debugging "missing records" problems harder. Check the filter first when records disappear without errors. 3. Import filter drops records before submission. Records filtered out on an import never reach the destination they are not sent, not rejected. This differs from a server side rejection which would appear in errors. 4. Input filter skips the step, not the record. On a lookup export, a filtered record skips the lookup but continues through subsequent flow steps. It is not removed from the pipeline. 5. Branch filters use the same expression syntax but live on the flow. Branch inputFilter is configured on routers[].branches[] in the flow, not on the export or import. Use celigo flows set or celigo flows update to modify them. 6. Expression and script filters cannot coexist. Setting filter.type to "script" ignores any expression config, and vice versa. Switching types does not auto clear the other config block. 7. PUT erases omitted fields. Always GET the export/import first, modify the filter, then PUT the complete object. The set command handles this automatically. 8. settings accessor requires scoped prefix. Use flow.settingName , export.settingName , import.settingName , or integration.settingName not bare settingName . 9. String comparison is case sensitive by default. Use ["lowercase", ["string", ["extract", "field"]]] before comparison to make it case insensitive. The matches operator also does case sensitive matching. Common Errors Error / Symptom Cause Fix Records silently disappear, no errors Filter is dropping them; check numIgnore in job stats Review the filter expression; temporarily remove it to confirm Filter passes all records (no filtering) Wrong field name in extract , or type mismatch (comparing string to number without coercion) Verify field name matches record structure; add type coercion Filter blocks all records Logic inverted (e.g., equals instead of notequals ), or field is always empty/null Test with a known record; check if the field exists in the data "Function not found" on script filter function name in filter.script.function does not match an exported function in the script Verify exact function name (case sensitive) in the script resource Script filter returns inconsistent results Function returns truthy/falsy instead of strict true / false Return explicit true or false inputFilter has no effect Export is not a lookup ( isLookup is not true ) Set isLookup: true on the export, or move the filter to filter instead