Data action filters

Filters can be applied to data actions to filter the data returned based on a unique identifier or using a 'where' statement filter.

Overview

The following types of filter can be added to a data action:

• Do not filter the data: Applies no filter to the data.

• Get the data based on a unique identifier: Allows you to filter the data using a unique identifier. For example, you could add this filter to a database load data action in order to only load a single specific user record into a Flow.

• Get the data based on a 'where' filter: Allows you to filter the data by building up a 'where' type of filter. you can add different criteria to the filter, and build up the filter using 'AND' or 'OR' comparison operators. The number of records returned and the column ordering can also be defined.

Adding a 'unique identifier' filter to a data action

1. Click Edit Filter when adding/editing a data action on the Data Action panel. The Filter panel is displayed.
2. Select the 'Get the data based on a unique identifier' filter type from the Which type of filter should be used? drop-down menu.
3. Click Select or create a new Value to specify the unique identifying value that should be used to filter the data.
4. Click Apply Filter to save the filter and return to the Data Action panel.

Adding a 'where' filter to a data action

1. Click Edit Filter when adding/editing a data action on the Data Action panel. The Filter panel is displayed.

2. Select the 'Get the data based on a 'where' filter' filter type from the Which type of filter should be used? drop-down menu.

3. You will need to define the criteria that should be used to build up the filter. Click New Criteria to open the Criteria panel and add a new criteria to the filter.

   • Which property/column do you want to filter by?: This drop-down menu is automatically populated depending on the data action and type of connector you are using. Select the relevant property that you wish to use for the filter.

   • The criteria to filter by: Select the type of operation you wish to use to build the filter.

   • Which Value should be applied in the filter?: Click Select or create a new Value to either select an existing value or create a new value to compare to the property.

4. Click Apply Criteria to save the new criteria and return to the Filter panel. Add new criteria as required.

5. Specify other settings for the filter as follows:

   • The criteria should be compared using: Select whether the filter should use an 'AND' or 'OR' comparison operator.

   • Number of records to return (0 for all): Enter '0' to return all the records from the data source that match the filter, or enter a specific numeric value to restrict how many records are returned.

   • Which column should the data be ordered by?: Select a column from the drop-down menu if you wish the data returned to be ordered by a specific column.

   • How should the data be sorted?: Select whether the data should be sorted in either ascending or descending order if you have selected a specific column to order the data by.

6. Click Apply Filter to save the filter and return to the Data Action panel.