Creating filters for export profiles and internal transfer profiles

To create a new filter:

  1. Open an export, or internal transfer profile.
  2. Click Manage by the Filter field to open Filter Designer..
  3. Specify a unique name and a description for the filter.
  4. Select a data element from the left hand pane. Drag and drop the item into the filter pane.
    As you drop the data element, the Filter Criteria dialog is displayed.
  5. Click the Allow All Values check box or select an operator from the drop down list and specify a decimal value underneath.
    Note: The Not Equals filter works the same as the equivalent filter in Microsoft SQL Server, and excludes null columns from comparison. To include all records in a comparison using Not Equals, use the clause <value> IS NULL.

    For example, you could create the filter FilterByState as State Not Equal 'Middlesex' OR State IS NULL.

  6. Click OK. The filter clause is displayed as a text value in the pane.
    Note: If necessary, these characteristics can be amended or deleted by right-clicking the data element in the filter pane.
  7. When you have finished creating the filters, click Save.
  8. In the Filter field, select your filter. The filter name is displayed.