What is a Scope Filter?

A Scope Filter is a formula-based condition used in the Scoping step to decide which source records continue through execution.

  • A Scope Filter can return TRUE/FALSE to include/exclude records, or raise an error with the ERROR() function when used as a validation rule.
  • Scope Filters are evaluated in sequence, allowing layered logic at different levels:
    • Pipeline Scope Filter — a global pre-filter applied across all Executables in a Pipeline.
    • Executable Scope Filter — the main condition for a single Executable.
    • Trigger Scope Filters — event-specific filters for #Trigger Executables (e.g., Before Insert, After Update).
    • Post-Join Scope Filter — applied after joins, for additional refinement of enriched data.

Together, Scope Filters give precise, layered control — ensuring only relevant records move forward, while supporting validation and filtering at every stage.

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