Filter Step
The Filter Step allows you to apply filtering conditions to specific fields in a Query Object. It takes input from any step (except the Load and Format steps) and provides output to any step (except the Data Source steps).
Properties of Filter Step
Property | Description |
---|---|
Open | Select from a list to group conditions with braces for applying AND/OR combinations. |
Field | Select the field to apply the filter on. |
Criteria | Choose the comparison operator based on the data type of the field (character, numeric, date). |
Value | Enter or select from the list of values based on the configuration of the field. |
Close | Select from a list of closing braces to group conditions similarly to the "Open" property. |
Relation | Choose between AND (for combining conditions) or OR (for alternate conditions). |
Use Parameter | Select: When selected, the value is populated with parameter values for comparison. Clear: Disable this option. |
Additional Mandatory Filters | Specify the number of additional mandatory filters that users must choose. |
Lookup Values | Select: Apply a filter based on a list of lookup values (from another table or query). Clear: Disable lookup values. |
Mandatory | Select: Make the filter mandatory for users. Clear: Allow optional filtering. |
Hide | Select: Remove this field from the filter options list. Users won’t see it for filtering. |
Lookup Details | Configure the key value and value columns for lookup values and specify SQL optimization options. |
Dynamic | Select: Set a source for dynamic lookup values (SQL or Query Object). Clear: Disable dynamic lookup. |
Static | Select: Manually type in the lookup values. |
Restrict to list | Select: Limit user input to the listed values only. |
Fetch | Choose when to fetch the lookup values: Now, On Every Use, Lazy, or By Search. |
Min. Key Length | Define the minimum number of characters to type before initiating a search for lookup values. |
User Defined | Select: Use a custom SQL or data source for lookup values. Clear: Automatically generate queries to get distinct lookup values. |
New Source/Existing QO | Choose between a new SQL source or an existing Query Object for lookup values. |
Display Column | Select the field from the lookup value result set to display on the user interface. |
Value Column | Select the field to pass the value under filters from the lookup value result set. |
Link Lookup | Select: Designate this as a nested lookup. |
Link Lookup to Parent Field | Select: Link the lookup to a parent field (e.g., linking State to Country). |
Link Lookup Mandatory | Select: Nested lookup values won’t appear until the parent field filter is applied. Clear: All values will appear. |
Related content
Copyright Kyvos, Inc. All rights reserved.