Setting Recordset Filters for Child Process Execution

You can create a recordset filter that only selects specified rows of a recordset to be used during execution of a child process within a process. These filters are separate from reports, and they are linked with the System Window action Execute Process.

To create a recordset filter, you must have a layout and recordset associated with the process.

To create recordset filters:

  1. In the Navigation pane, click Processes.
  2. In the Summary pane, complete one of the following:
  3. Double-click a process that has an associated layout and recordset
  4. Right-click on a process that has an associated layout and recordset and select Edit

    5. The Process Editor opens.

  1. Click the Steps tab.
  1. In the Step grid, select a step with the System Window action Execute Process.
  2. In the Parameters tab, click the Select Recordset Filter button.

The Record Filter dialog opens.

  1. To add rows to the Filters pane, double-click on the layout variable in the Navigation tree or use the drag-and-drop operation. When using the drag-and-drop method, you need to place the variable on the Filters tree node.

  2. To change the condition, use the Filter toolbar.

    Condition

    Icon

    Description

    AND

    Creates the programming AND condition. All conditions must be met.

    OR

    Creates the programming OR condition.

    AND <> OR

    Toggles between the programming AND - OR conditions.

    Remove

    Deletes the filter or condition once selected in the Where Criteria portion of this dialog.
  1. Select a layout variable that you want to add a new value.
  2. Select one of the following Operators:
  3. Is Equal To
  4. Is Less Than
  5. Is Less Than or Equal To
  6. Is Greater Than
  7. Is Greater Than or Equal To
  8. Starts With
  9. Contains
  1. If you want to reverse the filter condition, select the Not option.
  2. Click the Select Variable button to select a value.

The Select Variable dialog opens.

  1.  Select a variable and click OK.

The value of the variable appears in the Value text field. Any variable, whether associated with a layout or not, may be used as a value.

  1. Click OK.

The new recordset filter is saved, and the Recordset Filter text field lists enabled.

 

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