Filtering source objects

The Cast Iron® Express® filtering capability lets you control which records are passed from your source application to your integration, based on field values displayed in the Integrations page.

For this task, you use the Integrations page to specify search criteria for what is retrieved from your source application. Each field in the Source area of the Integrations page has a filter icon displayed immediately next to it: Filter icon

When you click a filter icon, a pop-up window is displayed, enabling you to set parameters that control the data processed by your integration. You can specify single or multiple filters on a source field. For example, instead of retrieving all current sales orders, you may want to retrieve only orders with values that exceed a specific amount and originate in another country.

Procedure

  1. To filter a source object, click an object in the Source area of the Integrations page. A list of fields related to the source object is displayed.
  2. In the list of source fields, find the field that you want to filter and click the filter icon next to it. The Filters pop-up window is displayed. The field that you selected in the Integrations window is displayed in the Filters window.
  3. In the Add new filter section of the Filters window, click the drop-down menu and select a filtering option.
    Available options are:
    • is equal to
    • is not equal to
    • is less than
    • is greater than
    • is in the range
  4. In the text field, enter your filter parameters.
  5. Click Add. The new filter is displayed in the shaded area of the Filters window.
  6. To add additional filters to a source field, repeat the preceding steps.
  7. To control how multiple filters are applied to a source field, use the Match which filters button. If you wish to have any of your filter parameters used on the source, click Any. If you want all of your filters to apply to the source field, click the Any button to toggle it to All.
  8. When you are finished, click Close.

The filter icon on the Integrations page next to the source field is shaded green to indicate that a filter is defined.

Modifying filters

You also use the Integrations page to modify an existing filter setting or to delete a filter.

Procedure

  1. Click the green filter icon that is next to the source field in the Integrations page. The Filters window is displayed.
    1. To modify a specific filter, go to the filter definition and click Edit. The filter parameters are displayed. Use the drop-down menu and the text field to modify your filter settings. When you are finished, click Save.
    2. To delete a filter, go to the filter that you want to delete and click the delete icon next to it.
  2. Click Close to return to the Integrations page.

The modified filter is displayed in the shaded area of the Filters window. If you deleted a filter, it is removed from the Filters window and the filter icon next to the source field is no longer green in color.




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Timestamp icon Last updated: Wednesday, December 16, 2015


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