Filtering Jobs
About Page Filters
You can define or update regular filters for any job to load only records that satisfy it.
A regular filter’s condition must be defined in the form of a Boolean expression—that is, an expression that is either true or false when evaluated. An expression can contain fields, functions, constants, and operators outlined in the Building Expressions topic.
Some connectors let you set certain source-specific data options prior to the mapping step (for example, you can specify product or company name in the CFPB connector wizard). These integrated data options are called source filters.
Additionally, for every connector you can specify regular XM Discover filters after the mapping step. Once the job is created, you can update both the source filters (via the Data Source Filter action) and the regular filters (via the Data Filter action).
Updating a Filter
- Sign in to Connectors.
- Make sure the JOBS tab is open.
Qtip: When you sign in for the first time, the JOBS tab opens by default. You can return to it by clicking the Connectors logo in the upper-left corner of the site. - Find the job you want to modify using filters or search.
- Expand the actions menu next to the job.
- Select Data Filter.
- Select the Apply Connector Filter checkbox.
- Click Edit.
- Define a Boolean expression in the Expression box.
- Once the expression is defined, you need to validate it. Provide a test value for every field used in the expression and click Test. If the expression is valid, the result of the evaluation (true or false) is displayed in the box below. If not, you need to adjust the expression so that its syntax is correct.
- Click Save.
- Below the box, select how this condition should be applied:
- In the Specify Record Limit section, specify the maximum number of records to be returned in a single push (optional). Leave this setting as All if you want all records.
- Click Save.
The filter will be applied the next time this job runs.