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Filters

Filters in SyncNow allow operators to selectively synchronize only a subset of entities from the source system. Filters are defined in the mapping options for each entity in the synchronization process. Multiple filters can be combined using the "AND" operator to meet all criteria within a set of filters.

Step-by-Step Guide

1. Navigate to the Processes Page

  1. Go to the Processes page.

2. Open Mapping Entities

  1. Press the Mapping Entities button.

3. Access Mapping Options

  1. Press the Mapping Options button near the specific entity pair you wish to filter. Processes

4. Define Filters

  1. Select Field by Which to Filter:

    • Choose the field you want to filter by. For example:
      • Title = 'Some title'
      • Priority > 3
      • Sprint In 'Iteration 1', 'Iteration 2'

  2. Select Operand for the Field Value:

    • Choose the appropriate operand for your filter. For example:
      • Title = 'Some title'
      • Priority > 3
      • Sprint In 'Iteration 1', 'Iteration 2'

  3. Set a Filtering Value:

    • Specify the value to filter by. For example:
      • Title = 'Some title'
      • Priority > 3
      • Sprint In 'Iteration 1', 'Iteration 2'

5. Save Changes

  1. Press the Save button to apply the filters.

Example Filters

Example 1: Filter by Title

  • Field: Title
  • Operand: =
  • Value: 'Some title'

This filter will only include entities with the title 'Some title'.

Example 2: Filter by Priority

  • Field: Priority
  • Operand: >
  • Value: 3

This filter will only include entities with a priority greater than 3.

Example 3: Filter by Sprint

  • Field: Sprint
  • Operand: In
  • Value: 'Iteration 1', 'Iteration 2'

This filter will only include entities in 'Iteration 1' or 'Iteration 2'.

Combining Filters

When multiple filters are defined, they are combined using the "AND" operator, meaning all criteria must be met for an entity to be included. For example:

  • Filter 1: Title = 'Some title'
  • Filter 2: Priority > 3

This will only include entities where the title is 'Some title' and the priority is greater than 3.

Notes

  • Filters can significantly reduce the number of entities synchronized, making the process more efficient.
  • Be mindful of the criteria used to ensure no important data is excluded from the synchronization.

By following these steps and using the examples provided, SyncNow operators can effectively set up filters to control which entities are synchronized from the source system, improving the efficiency and relevance of the synchronization process.