Custom Query Filters Tab

Use the Filters tab to filter the rows in the result set. Click Add Condition to add filter criteria.

  1. In the Query Condition dialog box, select a Data Object, Field, and Comparison Operator from the drop-down lists for the field to include in the source query filter. Enter a value or formula in the text box to use as the filter criteria. Always use double quotes around character data in the query builder.

    For example, select the Account object, the Active field, the equals (=) operator and enter "Y" in the text box. The result set for this query is all active accounts.

  2. Use the Formula Editor, if necessary, to construct a formula in the text box.
  3. Click Variables. The Variables dialog box appears.

    Use this dialog box to select existing system variables or user variables, or to create new user variables. For example, use the system variable :LastRunDateTime with a source-modified date/time to select all records that have changed since the last time the process ran.

  4. Repeat this process for any other fields to include in the source filter criteria.
  5. Click Edit Condition to change the settings for the selected condition.
  6. Click Delete to remove the condition from the filter criteria.
  7. Use the Operator settings to select "and", "or", "not(and)" or "not(or)" for the selected condition.
  8. Use the arrow buttons to change the condition location. The "move up" and "move down" arrows reorder the conditions. Conceptually, the "move left" and "move right" arrows move the condition nodes to be inside or outside a set of parenthesis, allowing you to configure nested conditions.

See also

Creating an Insight Custom Query

Custom Query Example

Custom Query

Query Test tab