Filters walkthrough

Using the “Beyond basic mapping” walkthrough exercise you created earlier, add a filter between the two modules in the modules to only create projects that have a “Red” project color in the Project List.

An image of the Fusion scenario

Filters walkthrough

Workfront recommends watching the exercise walkthrough video before trying to recreate the exercise in your own environment.

In this video, you will learn how to:

  • Add a filter between the two modules in the modules
In this next walkthrough exercise, we’re going to add a filter between our two modules to only allow rows in the spreadsheet that are labeled as red projects to pass through and then be created within Workfront. We’ll look at the execution inspector for the filter and see how certain bundles either pass the condition we set up or did not pass because they were a different color.
If you want, you can make a clone of the previous walkthrough exercise and retitle it using the mighty filter. I’ve already done that and put it into my fusion enablement exercise folder.
Once you’re in your scenario designer, there’s a couple different ways that you can add a filter between your two modules. The easiest way is to click the dot in between the two. Here, I can set up a label for my filter. I’m going to call it “Only red projects”. You want to keep the labels of your filters fairly succinct since they have to squeeze in between your two modules. If you need more space, you can always add a note to your filters to expand upon what the filter is doing. To set up my condition, I’m going to click into the first field and grab the project color from the list. Then I’m going to look in the list of my operators and make sure that I’m choosing the correct one. In this case, I do want to be in the text operator section but I might choose “Contains case insensitive” or “Equal to case insensitive” for project color equal to red. Once I do that, I want to click into the box to hide my mapping panel and then click okay. Now I have my first filter set up to only allow red projects to pass through my scenario and then create a project within Workfront.
Before we run our scenario, let’s take a look at our project list spreadsheet.
I’ve highlighted the three projects labeled as red projects so we will know that our filter is working properly.
I also went into my test drive and deleted any of my previously created projects, so I can see those show up here.
To run my scenario, I’m going to click “Run once”.
Here I can see that my first module was executed one time, which we’re used to, but now I have an execution inspector for our filter. Clicking into that inspector, I can see that Bundle 1 passed the condition we set for project color equals red. However, the second bundle was a yellow project, as we can see by hovering over that item in the list. Bundle 3 passed because it was a red project. Bundle 4 was green, so it did not pass. And you can hover over each project through the line to determine which color the bundle was.
If I click into my test drive and refresh the page, I can see the three projects that met the criteria of being a red project. Let’s make sure we go back and save our scenario before moving on. -

Your turn

Practice exercises and challenges are optional and are not necessary to complete Fusion training.

This practice exercise builds on what you learned in the walkthrough, but the solution is not provided.

Modify the filter you created during the filters walkthrough to only allow projects that are “Yellow” and the confidence rating is less than 100 or have the word “phase” in the project name and the planned begin date is in 2021. Name the filter “Practice Exercise Filter.”

Challenge: Try creating a filter that only allows projects with an even Confidence Rating to pass through. Need a hint? Look into the math formulas.

Want to learn more? We recommend the following:

Workfront Fusion documentation