Creating filters

To define the execution options for filters

1. Open an existing filter or create a new one.
2. Make sure there is an associated form selected, or select one in the Associated Forms panel if necessary. See Associating-workflow-objects-with-forms.
3. Expand the Execution Options panel.
4. Set the State field to Enabled or Disabled.
    When the state is Enabled, the filter becomes active as soon as it is saved. You might want to set the state to Disabled during development or when troubleshooting.

5. If necessary, enter a number in the Execution Order field.
    The value that you enter in the Execution Order field determines the order in which this filter is executed relative to other filters with the same triggering conditions. Numbers between 0 and 1000 are valid execution order values; lower numbers are processed first. The default value for filters is 500.

   Although filters are processed in execution order, some filter actions are queued up to be performed at a later time. For information about filter phases, see Filter-processing.

6. Select the filter execution options, if any.
    Filter execution options are described in the following table. You can select any combination of these execution conditions, or none of them, as appropriate. If you select multiple options, the active link or filter executes when any one of the selected operations occurs.

   Execution option	Description
   Modify	Executes when a request is modified.
   Submit	Executes when a request is submitted to the server.
   Delete	Executes when a request is deleted.
   Get Entry	Executes when a request is retrieved.
   Merge	Executes when a request is merged into the database by using Remedy Data Import, a DSO independent copy transfer, or the data import command line interface. For more information, see: Importing-data-into-forms-by-using-Data-Import. Using-buttons-and-menu-bar-items-to-execute-active-links. Overwriting-all-fields-in-duplicate-requests.
   Service	Executes when a Service active link, filter, or escalation action is performed.  The filter accesses a request with the field values passed by the active link, the filter, or the escalation action and those retrieved from the database, if any, and returns output values to the calling request. No other database operation is performed. If the filter runs a Push Fields action, the output field value list is not affected. If the filter runs a Set Fields action, the output field value list uses any modified values.  For more information, see Defining-Service-actions-to-trigger-services-based-on-conditions.

7. Expand a Run If Qualification panel, and enter a qualification, if needed.
    For more information, see Building-qualifications-and-expressions.
8. Expand the Error Handler panel, and complete the fields as needed.
    For more information, see Filter-error-processing.
9. Enter If and Else actions as needed.
    For more information, see If Actions and Else Actions.
10. Complete the following properties:
    1. Grant the necessary Permissions for the filter.
    2. For the Change history property, enter a description of your changes.
       This object property automatically records the owner, the user who last modified the filter, and the date of the modification.
    3. For the Help text property, enter help text to describe what the filter does or how it is used.
11. Save the filter.