30.19 Filter lists
30.19.1 Overview ¶
Filter lists are external text or Excel files containing a collection of values against which a filter can match. They make it possible to maintain long lists of supplier addresses, keywords, case numbers, or file names centrally and reuse them across multiple profiles.
The list is referenced in the filter via the placeholder <EntryFromList{ListName}>. On each evaluation, the program reads the file and checks whether one of the values from the list appears at the desired position in the mail value.
30.19.2 Managing the lists ¶
Filter lists are managed in Program options - Filter lists (see chapter 40.11). The following are stored per list:
| Field |
Description |
| Name |
Unique name by which the list is referenced in the filter |
| Path |
Path to the file (TXT, CSV or Excel) |
| Separator |
Separator between the values (default: line break) |
| Column index |
For multi-column files: 1-based index of the column to read |
| Encoding |
File encoding (ANSI, UTF-8, UTF-16, …) |
| Code page |
For ANSI: specific code page value |
Tip: The standard code page on German Windows installations is 1252.
30.19.3 File format ¶
The filter list is a plain text file with one value per line (or with the configured separator):
@supplier-a.com
@supplier-b.com
@wholesaler-x.com
Empty lines are ignored.
30.19.4 Use in the filter ¶
In the value of a text filter, insert the placeholder <EntryFromList{ListName}>:
Sender address contains <EntryFromList{CoreSuppliers}>
During evaluation, the program replaces the placeholder with each entry of the CoreSuppliers list and checks whether at least one is present in the mail value - the list acts as OR between the entries.
Concatenation with other text
Attachment name contains Invoice_<EntryFromList{SupplierCodes}>_<NumberRange{1000;9999}>.pdf
Matches Invoice_SUPA01_1234.pdf if SUPA01 is in the SupplierCodes list and 1234 is in the range 1000-9999.
30.19.5 Use case ¶
Core supplier list
List CoreSuppliers with all supplier domains:
@supplier-a.com
@supplier-b.com
@wholesaler-x.com
Filter:
Sender address contains <EntryFromList{CoreSuppliers}>
A single filter criterion catches all mails from core suppliers - when a new supplier is added, simply extend the file without changing the profile.
30.19.6 Tips ¶
- For UTF-8 files, explicitly select the UTF-8 encoding - otherwise umlauts will be misinterpreted on reading
- Filter lists are global. When a profile is exported, the filter list is not exported along with it - back it up separately