How to Configure Filters for Work Plan Automations in OnePlan

Direct Answer: How to Configure Filters for Work Plan Automations in OnePlan

To configure filters for Work Plan Automations in OnePlan, open the automation editor, select Filters, use the Plan tab to add conditions based on plan-level fields, use the Work Plan tab to add conditions based on work item fields, apply AND/OR logic as needed, then select Update to save.

What This Article Covers: Work Plan Automation Filters

This article explains how to configure filters for Work Plan Automations in OnePlan. Filters allow you to control when a work plan automation runs by defining conditions that must be met before the automation executes its actions.

What you will accomplish
By the end of this article, you will be able to configure plan-level and work item-level filters so that a Work Plan Automation runs only when specific conditions are met.

Before You Begin: Work Plan Automation Filters

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
A Work Plan Automation with a trigger already configured

Why This Matters: Work Plan Automation Filters

Work Plan Automations in OnePlan support two types of filters, each available in its own tab in the filter panel:

Plan filters — Conditions based on plan-level fields such as Process Step, Portfolio, or Plan Type. Use these when you want the automation to run only for plans that meet specific criteria.
Work Plan filters — Conditions based on work item fields such as Status, Work Type, Assigned To, or Effort. Use these when you want the automation to run only for work items that meet specific criteria.

You can configure one type, the other, or both — depending on the precision your automation requires. Filters are optional; if none are configured, the automation runs for all applicable items whenever the trigger conditions are met.

Step-by-Step: Configuring Filters for Work Plan Automations in OnePlan

Task: Open the Filters Panel

In the automation editor, select the Filters step.

The Filters panel opens on the right side of the screen with two tabs: Plan and Work Plan.

29JAN26_Add Filters to Work Automation.png

Task: Configure Plan-Level Filters (Optional)

Use the Plan tab to filter based on plan-level metadata. Examples: plans in a specific Process Step, plans in a certain Portfolio, or plans with a specific Plan Type.

Select the Plan tab.
Select Add rule.
Choose a plan-level field (for example, Process Step, Portfolio, Owner, Start Date).
Select a comparison operator (for example, equals, not equals, contains, greater than).
Enter or select the value to match.
Repeat to add additional rules as needed.

29JAN26_Create Plan Filter for Automation.png

Task: Configure Work Plan Filters (Optional)

Use the Work Plan tab to filter based on work item fields. Examples: tasks at a certain status, issues marked Active, or work items of a specific type.

Select the Work Plan tab.
Select Add rule.
Choose a work item field (for example, Work Type, Status, Assigned To, Effort).
Select the comparison operator.
Enter or select the value to match.
Repeat to add additional rules as needed.

29JAN26_Create Work Plan Filter for Automation.png

Task: Apply AND / OR Logic

Use AND and OR logic to control how multiple filter rules interact:

AND — All rules must be true for the automation to run.
OR — At least one rule must be true for the automation to run.

Select Add group to create nested logic sets combining AND and OR conditions.

Task: Save the Filters

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

Frequently Asked Questions: Work Plan Automation Filters

Q: What is the difference between the Plan tab and Work Plan tab in Work Plan Automation filters in OnePlan?
A: In OnePlan, the Plan tab uses plan-level fields as filter conditions (such as Process Step or Portfolio), while the Work Plan tab uses work item fields (such as Status or Work Type). Both can be used together in the same automation for more precise control.

Q: Are filters required for Work Plan Automations in OnePlan?
A: No. Filters are optional in OnePlan. If no filters are configured, the automation runs for all applicable work items whenever the trigger conditions are met. Filters add precision when you want the automation to apply only under certain conditions.

Q: Can I use both Plan and Work Plan filters in the same automation in OnePlan?
A: Yes. In OnePlan, you can configure both plan-level and work item-level filters in the same automation. The automation will only run when conditions from both filter types are satisfied.

What to Do Next: Work Plan Automation Filters

Add actions to your automation:

Review the full configuration process:

Work Plan Automations Configuration in OnePlan - Guided Workflow

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