Filtering Items for Integration in Getint

Efficient integrations often require syncing only a subset of items rather than everything in a project. For instance, you may want to sync an item only when it reaches a specific state, acquires a certain status, or has a designated custom field value. With Getint, you can define filtering rules to ensure only relevant items are synchronized between apps, saving time and resources while keeping your data clean and focused.

Where to Find Item Filtering

In Getint, you can specify filters for each app in the integration. To define filter rules:

1. Click the FILTER icon located next to the app in your integration setup.

1. Filters are applied at the beginning of the sync process. If the defined rules are not met, the synchronization for those items will be halted, ensuring only items meeting your criteria are synced.

Setting Up Filter Rules

Once you click the FILTER icon, a sidebar will open where you can define the rules.

1. Define Item Sets

You can specify which items the rules will apply to by selecting one of the following sets:

• ALL items filter: Rules will apply to every item before synchronization begins.

• NEW items filter: Rules will apply only to newly created items that have not been synced before.

• SYNCED items filter: Rules will apply to items that have already been synchronized.

2. Add Rules

• Select a Field: Choose the field you want the rule to evaluate (e.g., Assignee, Status, custom field).

• Choose an Operator:

  • Contains: Checks if a field includes a specific substring. Example: Filtering items where the title contains urgent.

  • Contains one of: Checks if a field contains at least one value from a list. Example: Filtering items where the status contains either In Progress or Completed.

  • Equals: Matches the exact value of a field. Example: Filtering items where the priority equals High.

  • Is empty: Finds items where the field has no value. Example: Filtering items where the Due Date field is empty.

  • Is not empty: Finds items where the field has any value. Example: Filtering items where the Description field is filled.

  • Matches (regex): Uses a regular expression pattern to find matches in a field. Example: Filtering items where the ID matches a pattern like TASK-\d{4} (e.g., TASK-1234).

  • Not contains: Finds items where a field does not include a specific substring. Example: Filtering items where the title does not contain draft.

  • Not equals: Filters items where the field does not match a specific value. Example: Filtering items where the category is not Bug.

  • Is after: Filters based on date or numeric values, finding items where the value is greater than the specified one. Example: Filtering items with a due date after May 1st.

  • Is before: Finds items where the value is less than the specified one. Example: Filtering items with a due date before May 1st.

• Add the Rule: Click the Add filter and then Apply button to save the rule to the list.

3. Manage Rules

• Remove a Rule: To delete a rule, click the TRASH icon next to the rule.

• Apply Rules: Once your rules are defined, click APPLY to activate the filters for the specific app.

• Save Integration: After applying the rules, save the integration to finalize the setup.

How Rules Are Evaluated

If you provide multiple rules within a single section (ALL / NEW / SYNCED), they will be combined using the AND operator. This means all rules must be satisfied for an item to pass the filter and be included in the sync.

Conclusion

The Item Filtering feature in Getint allows you to tailor your integrations to your specific needs, ensuring only the most relevant items are synchronized. This not only optimizes performance but also provides data integrity across platforms.

For further assistance or questions about item filtering, visit our Help Center or contact our support team.