Editing Export and Internal Transfer Profile Filters

Note: New filters can only be created using Filter Designer (FLD) in Transfer Desk, in SunSystems Windows client.

To edit filters:

  1. Open a predefined export or internal transfer profile, where the filter option is set to override.
    If this option is not set, you will be unable to modify the filter at runtime.
  2. Select a predefined filter from the list and click Run.
  3. Click Yes to edit the filter and display the Filter Runtime Values.
    Clicking No runs the profile with the selected filter and parameters.
  4. Select a row to modify.
    The filter criteria are displayed.
  5. Click Allow All Values. Alternatively, select an operator from the list and specify a value.
    Note: The Not Equals filter operator works the same as the equivalent filter operator 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 to run the profile with the updated filter.
    Clicking Cancel runs the profile with the previously selected filter and parameters.
  7. Alternatively, you can choose not to use the filter when executing the profile. Clear the filter value to run the profile without the filter.