Work Plan Automations - Configure Automation Filters

Requirements

Global Permissions: Licensed
Plan Share With Permissions: Contributor, Owner
See OnePlan Plan Permission Hierarchy or more details.

Purpose

This article explains how to configure Filters for your work plan automations.

Filters allow you to control when a Work Automation should run by defining specific conditions. In OnePlan, there are two types of filters you can configure:

Plan filters – use plan-level fields (e.g., Process Step, Portfolio, Department).
Work Plan filters – use work item fields (e.g., Status, Type, Priority).
Follow the steps below to configure both types.

Understanding the Filter Panel

In the automation editor, locate the Filters step and click to configure.
When the filter panel opens (on the right side of the screen), you will see two tabs:

Plan – conditions based on plan-level metadata.
Work Plan – conditions based on specific work items within the plan.
You may use one tab or both, depending on the automation logic you need.

Configuring Plan-Level Filters

Use the Plan tab when you want the automation to trigger only for plans that meet certain conditions. Examples:

Plans in a specific Process Step
Plans belonging to a certain Portfolio
Plans with a certain Plan Type

To configure a Plan Filter:

Select the Plan tab.
Click Add rule.
Choose a plan field (e.g., Process Step, Portfolio, Owner, Start Date).
Select a comparison operator (e.g., equal, not equal, contains, greater than).
Enter or select the value to match (for example: Project – Planning).
Repeat to add additional rules as needed.

Using AND / OR

AND: all rules must be true.
OR: at least one rule must be true.
Use Add group to build nested logic sets.

Configuring Work Plan Filters

Use the Work Plan tab when you need to filter based on work item fields inside the plan.
Examples:

When a task reaches a certain status
When an issue is marked Active
When work items of a specific type are added or updated

To configure a Work Plan filter:

Select the Work Plan tab.
Click Add rule.
Choose a work field (e.g., Work Type, Status, Assigned To, Effort).
Select the comparison operator.
Enter/select the value to match.
Add additional rules or groups as needed.

Save Your Filters

Review all conditions in the filter builder.
Click Update to save the filter configuration.

Next Steps

Once your filter(s) are configured, it is time to add Actions to the workflow. This is what the automation will do when triggered. See the linked articles for instructions on each action type:

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