Source Filter
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.
Image 1: Adding a Filter
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 CSQL 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 or target. 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] > 100000
Example 2: Using a filter to sync only source records with a status like "Complete"
Last modified 5mo ago