To set up the filter rules follow these steps:
Open the button setting page, unroll the ‘Data source’ block and go to the [Filter] tab.
Activate the ‘Filter’ option.
To add a new filter rule click on the [➕] button.
Select the necessary object column in the Column field in the left part. For example, ‘Country’.
Choose the comparison type. For example, ‘Equals’.
Choose the comparison variant in the right part.
You can compare values using the following terms.
| Comparison type | Restriction of data type | Description |
|---|---|---|
| Equal | No restrictions | |
| Not equal | No restrictions | Data sampling contains records in which the selected field is not filled. |
| Exist | No restrictions | |
| Not exist | No restrictions | |
| Equal to one of | Used for lookup or unique identifiers data type | As the comparison value can use static data or specify one of the ‘Macro {N}’ parameters. |
In this case, the parameter can be mapped to a sterilized array of values. Instructions for obtaining a sterilized array of values can be found at the Creatio academy. | | Not equal to one of | Used for lookup or unique identifiers data type | As the comparison value can use static data or specify one of the ‘Macro {N}’ parameters.
In this case, the parameter can be mapped to a sterilized array of values. Instructions for obtaining a sterilized array of values can be found at the Creatio academy. | | NULL | Used for lookup or unique identifiers data type | | | Not NULL | Used for lookup or unique identifiers data type | | | Contain | Used for the text data type | | | End with | Used for the text data type | | | Not end with | Used for the text data type | | | Start with | Used for the text data type | | | Not start with | Used for the text data type | | | > | Used for the numeric data type | | | ≥ | Used for the numeric data type | | | < | Used for the numeric data type | | | ≤ | Used for the numeric data type | |
To compare you can use the following variants:
Constant: Using to compare with static data. The constant can be the value of different data types supported in the system.
System constant: Using to compare with a system variable. For example, the ‘Current date’ system variable has the ‘Date’ data type and always contains the current date value.
The system variable list:
Current yearCurrent monthCurrent dateCurrent date and timeCurrent date, start of the day: It has the ‘Date and time’ data type and contains the current date value with ‘0:00’ time.Current date, end of the day: It has the ‘Date and time’ data type and contains the current date value with ‘23:59’ time.Current contact: This is the current user's contact in the Creatio.New IdParameter: Using to compare with business process parameter value or other element parameter value. To compare specify one of the ‘Macro {N}’ parameters and map the business process parameter or other elements parameter to the ‘Macro {N}’ parameter.
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Characteristic value for filter valueCharacteristic value for entire filterUse functionCustomize activation logic