Data filtering using logic control

The Data Filter Logic Control action allows you to make the execution of downstream actions dependent on records in a table meeting a certain condition. You can:

  • Establish workflow logic point with a user-defined pass or fail criteria
  • Use criteria based on a filter that evaluates records within a table

On the Configuration tab:

  1. Select criteria for a passing filter.

  2. Drag fields from Table Fields to define the filer; operands are added automatically.

  3. Preview the resulting filtered data or SQL statement.

Possible applications include:

  • Run a set of actions or macros if no records meet a condition
  • Run a set of actions or macros if any record meets a condition
  • Run a set of actions or macros if all records meet a condition
  • Run a set of actions or macros if the table contains no records

Filter data using logic control

  1. Drag the Data Filter Logic Control icon onto the design surface.
  2. On the Connections tab , enter a Name and a Description to identify the action, then specify the database and table:
    • For Database Connection, select the database in which the records are being evaluated, or choose New Database Connection to establish a new connection.
    • For Table Name, select the table in which to perform the evaluation.
  3.   On the Configuration tab , specify the filter criteria and create an expression for the logic to be used:
    • In Options, indicate the criteria by which the table is passed.
      • the filter matches all records
      • the filter matches no records
      • the filter matches any records
      • the table contains no records
    • In the Filter area, build an expression that defines the logic point. Expressions can be created directly in this area, or you can use the Expression Editor.
    • Click Preview to view the data or the SQL statement created from this action. Refer to Preview for information.

Last modified: Thursday December 19, 2024

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