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Filter Step

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

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.

Screenshot 2024-12-25 191410.png

 

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