dspCompose

Set a Filter Column

Instead of downloading an entire table in the finish process, a user can download data in specific columns, set as filter columns.

A user can also restrict data for download using a where clause. Refer to Enter a Where Clause and Use Custom Syntax for more information.

To set a filter column:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Post role.
  5. Click the Approve and Finish Settings tab.
  6. Click FinishTables.

  7. Click Source Filter Columns or Target Filter Columns for the Finish role record.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Template Role (Finish - Columns) page's Vertical View

  8. Select a column name from the COLUMN NAME list box, or enter a column name to insert a value.

    NOTE: The COLUMN NAME contains the values to use for the where clause.

  9. Select a data source for the column from the Data Source ID list box.
  10. Select a table name of the table that contains the column from the Table Name list box.

  11. Select a mapped value for the column from the Mapped Value list box.

    NOTE: If a mapped value is entered, when the Finish process runs, dspCompose™ selects all values from the mapped value binding on RequestID and RoleID if they exist in the database object and will form an IN statement for selection from the Source filter column or theTarget filter column.

  12. Enter a value in the Fixed Value field to use as the condition of the matching value for download.

    NOTE: Either a Mapped Value or a Fixed Value can be set, not both.

  13. Click Save.