Filtering Which Records Data Logic Evaluates

Getting to Step 4. Filter Records

1. Navigate to Data Integrity > Data Logic.
2. Complete 1. Pick Blueprint, 2. Input Mapping, and 3. Output Mapping.
3. Click 4. Filter Records to expand this step.

How Filtering Works

Filters follow Insycle's standard filtering options—the same filter builder used elsewhere in Insycle's modules.

Using OR Logic to Broaden Filter Criteria

By default, filters in Data Logic use AND logic — a record must meet every condition you add to be evaluated. There are two ways to broaden a filter with OR logic instead, letting Data Logic evaluate records that match any of several conditions rather than all of them.

OR Within a Single Field

To match multiple possible values in the same field, use the pipe | character to separate terms in the Condition's value field. Most text-based Conditions — including Starts With, Contains, Contains Term, Ends With, and Is — support this OR syntax. For example, a filter using Country Contains Term with the value USA|Canada|Mexico would evaluate records where the Country field contains any of the three values.

OR Across Multiple Fields

To match across separate fields — for example, evaluating a record if either its Phone Number OR its Mobile Phone Number field exists — switch to the Advanced tab in Step 4. Filter Records. Fields added on the Filter tab appear here with a "+" preceding each one, indicating AND logic. Deleting the "+" changes that field's logic to OR relative to the others in the filter.

For full instructions and screenshots on switching from AND to OR logic in the Advanced tab, see Filter Records Using an OR Operator.

A common use of Filter Records is limiting evaluation to only the records that have values in every field on which your Blueprint's input columns depend. For example, a Blueprint matching on Country, State, and Industry together might use three filters:

• Country exists
• State exists
• Industry exists

This restricts Data Logic to evaluating only records that already have all three fields populated, so records missing one or more of those values aren't processed against the Blueprint at all.

The image above shows Step 4. Filter Records in the Data Logic module, with three filters configured: Country exists, State exists, and Industry exists.

For a complete breakdown of every filter function by field type, plus guidance on using regular expressions in a filter, see Search and Filter Data Like You Never Imagined Possible.