Filters
Overview
Filters can be used in your source and target configurations to define specific subsets of data that you want to use in your syncs.
1. Source Filters
When syncing a Data Source, you may have the option to add in additional configuration sections, such as a Filter, under the "Add a Section" drop down tab in the Connection Experience (Image 1).
Note that if your source only has one of the listed options, it will appear by default instead of in a drop-down.
A filter on your source is optional. It relies on a source specific syntax for filtering out records from your source target. The filter can reference execution parameters.
Source | Definition |
File | For a file data sources (delimited, fixed width & Excel) the syntax conforms to the .NET frameworks RowFilter on a DataView |
Salesforce | For Salesforce syntax is the SOQL where clause (without the where expression) |
Dynamics | For Dynamics syntax is the OData $filter clause (without the $filter=expression) |
Cinchy | For Cinchy syntax is the CQL where clause (without the where expression) |
SqlServer | For SqlServer the syntax is the T-SQL where clause (without the where expression) |
This is only available if using a table, not a query. For queries, include the filter in the query itself.
There can only be one <Filter> for each source. To specify more than one condition, use AND/OR to allow logical combination of multiple expressions.
2. Source Filter Examples:
Example 1: Using a filter to sync only source records with [net worth] > 10000 (Image 2).
Example 2: Using a filter to sync only source records with a status like "Complete" (Image 3).
Target Filters
A target destination filter is optional. It relies on a source specific syntax for filtering out records from your target. The filter can reference execution parameters.
Source | Definition |
Salesforce | For Salesforce the syntax is the SOQL where clause (without the where expression) |
Dynamics | For Dynamics syntax is the OData $filter clause (without the $filter=expression) |
Cinchy | For Cinchy syntax is the CQL where clause (without the where expression) |
SqlServer | For SqlServer the syntax is the TSQL where clause (without the where expression) |
There can only be one <Filter> for each target. To specify more than one condition, use AND/OR to allow logical combination of multiple expressions.
Filter Examples
Example 1: Filtering only target records where the Assignee is Null (Image 4).
Example 2: Filtering only target records where the Override ID is not Null (Image 5).
Example 3: Filtering only target records from a specific source (Image 6).
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