30.10 Text filter
30.10.1 Overview ¶
Text filters check mail properties that are available as strings - subject, sender, recipient, message body, header, attachment name, and folder path. They are the most frequently used filters because typical match criteria (supplier domain, keywords, case numbers) are text.
30.10.2 Available text properties ¶
| Property |
Matches |
| Subject |
Subject line |
| Sender name |
Plain-text name of the sender |
| Sender address |
Email address of the sender |
| Recipient name |
Plain-text name of a recipient |
| Recipient address |
Email address of a recipient |
| Message body |
Body (HTML tags are removed) |
| Message header |
Raw header of the message |
| Attachment name |
File name of an attachment |
| Folder path |
Path of the source folder |
Note: For Recipient name and Recipient address, the entire recipient list (To, CC, BCC) is considered. If only To should be checked, combine with the Recipient type filter.
30.10.3 Operators ¶
| Operator |
Example |
| contains / does not contain |
Subject contains “Invoice” |
| equals / does not equal |
Sender address equals “invoice@company.com” |
| starts with / does not start with |
Attachment name starts with “Invoice_” |
| ends with / does not end with |
Attachment name ends with “.pdf” |
Case is ignored.
30.10.4 AND/OR separator in the value ¶
Multiple values can be combined directly in the input field via the separators <AND> and <OR>:
| Value |
Meaning |
Invoice<AND>2026 |
contains both “Invoice” and “2026” |
Reminder<OR>Notice |
contains “Reminder” or “Notice” |
Mixed separators within the same value are rejected by the editor - in that case, create two filter rows. The button Split into separate criteria… converts an AND/OR value into multiple rows.
30.10.5 Advanced placeholders in the value ¶
| Placeholder |
Effect |
<BeginOfRegex>...<EndOfRegex> |
Regular expression between the markers |
<NumberRange{min;max}> |
Matches when a number in the range min-max appears at this position |
<EntryFromList{ListName}> |
Matches a value from the specified filter list (see chapter 30.19) |
Example: “Attachment name contains Invoice-<NumberRange{1000;9999}>.pdf” matches Invoice-1234.pdf but not Invoice-12345.pdf.
30.10.6 Leading and trailing spaces ¶
By default, leading and trailing spaces are removed before comparison. If spaces should be matched exactly, enable the option Honor leading and trailing spaces in the filter editor.
30.10.7 Use case ¶
Detect incoming invoices
Subject contains Invoice<OR>Rechnung
AND Attachment name ends with .pdf
30.10.8 Tip ¶
- Use sample messages: Store typical matches and non-matches under Sample messages (see chapter 8.10) to test the filter in the preview