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How to work with dates in conditions that do not accept date data types

Conditions and unaccepted data types

When working with conditions in our recipe, we may need to work with different data types such as date, string, array, number, etc. However, depending on the condition that you have chosen, the accepted data type defers. This may pose a problem if the condition (e.g. contains, equals to, etc.) you need in your recipe does not accept your required data type.

Let’s say you only want to process events with a start date in the year 2022. This would mean:

Trigger data: Start Date
Condition: Contains
Value: 2022

Here’s the problem – the trigger data is a date data type while the chosen condition contains only accepts array and string data types. However, I still want to check the date as a condition before moving forward with this automation. How can I troubleshoot this issue then?

“contains” condition only accepts Array and String data type

Back to basics: what are conditions?

Conditions are additional rules that you may add to control the flow of your recipe. This allows you to create more precise automations based on your business needs.

Let’s say you want to create a recipe that automatically escalates high priority support cases to the engineering team by connecting Salesforce to Jira – in this case, you may add a condition that limits only case types of Priority = High to be processed in your recipe.

In your recipe, you may include conditions in both triggers – trigger conditions – as well as actions – conditional actions.

Left, trigger conditions, right, conditional actions

 

Related:

How to use trigger conditions to filter events

How to use conditional actions in your recipe

Different conditions and their accepted data types

Below is a list of available conditions and the data types accepted.

contains – Array, String
starts with – String
ends with – String
doesn’t contain – Array, String
doesn’t start with – String
doesn’t end with – String
equals – Accepts all data type
does not equals – Accepts all data type
greater than – String, Date, Timestamp, Integer, Number, Boolean
less than – String, Date, Timestamp, Integer, Number, Boolean
is true – Boolean
is not true – Boolean
is present – Accepts all data type
is not present – Accepts all data type

Depending on the condition that you have chosen, the data type it supports defer. For example, the condition contains only accepts data types

Related: Understanding the data tree, data mapping, and data types

Using formula mode to convert your data type

Here’s how to troubleshoot the problem – use a formula to convert the current data type to your desired data type. Below, you’ll find a step-by-step tutorial on how to convert a date data type to a string data type.

In this example, we want to set up a trigger to filter for new or updated Salesforce cases that was last modified only in 2022. In summary:

Trigger data: Last Modified Date
Condition: contains
Value: 2022

Trigger condition that filter for cases that was last modified in 2022

Related: How to transform dates with formula mode

 Step 1: Change to formula mode

With your chosen datapill already selected, toggle to formula mode.

Toggle to formula mode

Step 2: Use the formula .to_s

To convert your date data type to a string data type, enter in the formula .to_s to the back of your chosen datapill.

Step 3: Save your recipe

Click save and test your recipe.

Congrats! You should see a successful test job.

Successful test job after converting data type

More resources

Read the full documentation on the .to_s formula.

 

The post How to work with dates in conditions that do not accept date data types appeared first on Workato Product Hub.

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