Set Filter

The Set Filter action sets the filter in an Excel spreadsheet.

Note: The Actions Quick Reference provides a complete list of actions that you can print for easy reference.

  1. In the target Excel workbook, drag and drop the Target Selector onto the Targets list to display the available target options.

  2. Continue to drag the Target Selector to the Column option and select Column Range.

    If this is the first time the workbook was targeted, Nintex RPA LE will attempt to create a workbook connection automatically. For more information about Microsoft Excel workbook connections, see Excel Connections.

  3. Select Set Filter from the Actions list.

  4. Enter the Start and End Column Range values to search. For example, Start [1] End [3]. Optionally, click the Magic Wand to use the Expression Builder.

  5. From the Filter by drop-down menu, select the method to use to find the column to filter: Column number or Column name

  6. In the Column field, enter the number or name (depending on what you selected in step 5) of the column to set the filter. Optionally, click the Magic Wand to use the Expression Builder.

  7. In the Criteria fields, select the filter type and enter the filter value. Optionally, click the Magic Wand to use the Expression Builder.

  8. If needed, adjust the Wait up to timing settings and enter the amount of time the action will wait for the desired response.

    • Do not wait
    • Wait up to
    • Wait forever

  9. If needed, adjust the Run error task settings to fine tune how the action runs.

    • Run error task: A botflow containing an error task automatically runs the error task in the event of an error. If the botflow does not contain an error task, the botflow stops in the event of an error.
    • Stop on error: The botflow stops in the event of an error.
    • Ignore errors: The action is skipped in the event of an error and the botflow attempts to execute the next action.

  10. (Optional) Add a Note to document special instructions or functionality.

  11. Toggle the run switch to Run and click OK to execute and save the action.

    12. Note: The run switch is set to Run by default. To create or modify this action without executing it, click the slider to change the option to Don't Run.  For more information, go to Action Builder.

When the action is executed, Nintex Bot filters the target Excel spreadsheet based on the settings you established for the action.