Filters can be used in your source and target configurations to define specific subsets of data that you want to use in your syncs.
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.
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.
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).
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.
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.
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).
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)
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)