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The Filter Attachments option on the Arena: Create Quality Process and Arena: Update Quality Process steps lets you control which CRM attachments are eligible to pass through to Arena. This guide covers a few patterns beyond the basics.

How the filename filter works

The filename filter is a single regular expression. It’s matched case-insensitively, and it doesn’t need to match the whole file name — it just needs to match somewhere in it. There’s no separate “exclude” toggle or comma-separated list — both of those are done with regex, shown below.
Regex101 is a free third-party tool (not affiliated with FlowEQ) for building and testing a pattern before pasting it into the filter field. Set the flavor to “JavaScript” to match FlowEQ’s behavior exactly.

Example: match a simple string

To only allow files with a word somewhere in the name, e.g. invoice:
This matches invoice.pdf, Invoice_2024.png, final-INVOICE-v2.docx, etc.

Example: match a specific file extension

To only allow PDFs, anchor the pattern to the end of the file name:
The \. matches a literal period and $ anchors to the end of the string, so this won’t accidentally match something like pdfnotes.txt.

Example: exclude a specific string

There’s no built-in “exclude” option, but a negative lookahead does the same thing. To allow everything except files with draft in the name:
(?!.*draft) fails the match if draft appears anywhere in the name, so only non-matching (i.e. non-draft) file names pass the filter.

Example: match multiple values

Use | (alternation) to match any of several patterns. To allow PDFs, Word docs, or images:
If a pattern doesn’t compile as a valid regular expression, Flow Builder will show “Not a valid regular expression” and block saving. If you leave the field blank, no filename filtering is applied.
Last modified on August 5, 2026