How to Configure Filters for Plan Automations in OnePlan

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

To configure filters for Plan Automations in OnePlan, open the Plan Automations editor, select Filters in the automation flow, add one or more filter rules by choosing a plan-level field, a comparison operator, and a value to match, apply AND/OR logic to combine rules as needed, then select Update to save.

What This Article Covers: Plan Automation Filters

This article explains how to configure filters for Plan Automations in OnePlan. Filters allow you to control when a plan automation runs by defining conditions based on plan-level fields, ensuring automations execute only for relevant plans.

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

Before You Begin: Plan Automation Filters

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
Access to the Portfolio Area (if configuring automations for all plans of a plan type)
A Plan Automation with a trigger already configured

Why This Matters: Plan Automation Filters

Filters in Plan Automations narrow when an automation runs by evaluating conditions based on plan-level metadata. When a trigger fires, OnePlan checks the filter conditions before executing any actions — if the plan does not match the filter conditions, the automation does not run.

Unlike Work Plan Automations, Plan Automations use only plan-level fields for filtering. Common examples include Process Step, Plan Type, Portfolio, Owner, and Start or End Dates.

Filters are optional. If no filters are configured, the automation runs for all plans within its scope whenever the trigger conditions are met. Filters are most useful when you need to apply governance rules selectively — for example, running an automation only for plans in a specific portfolio, or only for plans at a certain lifecycle stage.

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

Task: Open the Filters Panel

Open the Plan Automations editor.
In the automation flow, select Filters.

The Filters panel opens on the right side of the screen.

Pasted image 20260323135457.png

Task: Add a Plan Filter Rule

Choose a plan-level field (for example, Process Step, Portfolio, Plan Type, or Owner).
Select a comparison operator (for example, equals, not equals, contains, greater than).
Enter or select the value to match.
Select Add Rule and repeat these steps to add additional filter rules as needed.

Pasted image 20260323135608.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.

To create more complex logic with nested rule sets:

Select Add group.
Build nested rule sets using AND / OR as needed.

Pasted image 20260323135701.png

Task: Save the Filters

Review all filter rules and groups.
Select Update to save the filter configuration.

Frequently Asked Questions: Plan Automation Filters

Q: Are filters required for Plan Automations in OnePlan?
A: No. Filters are optional in OnePlan. If no filters are configured, the automation runs for all plans within its scope whenever the trigger conditions are met. Filters are used when you want the automation to apply only to plans that meet specific criteria.

Q: What fields can I use as filter conditions for Plan Automations in OnePlan?
A: In OnePlan, Plan Automation filters use plan-level fields only. Common fields include Process Step, Plan Type, Portfolio, Owner, and date fields. Text fields may have limited operator options depending on the field type.

Q: Can I use both AND and OR logic in the same Plan Automation filter in OnePlan?
A: Yes. In OnePlan, you can use both AND and OR logic within the same filter by adding rule groups. This allows you to create complex nested conditions where some rules must all be true and others only need one to be true.

What to Do Next: Plan Automation Filters

Continue building your automation:

Review the full configuration process:

Plan Automations Configuration in OnePlan - Guided Workflow

Related to