Adding Filters to Objects

Overview

This guide explains how to add filters to objects within a template. Adding a filter allows you to migrate only specific records of an object.

Add Filters

Select Template

Click Templates from the left sidebar menu.
Click the template to add object filters to.

Add Single Filter Condition

A filter consists of one or more filter conditions. A filter condition checks whether a record meets a specific rule by comparing a field's value against the filter’s value using a logical operation.

The filter in this example does the following:

Filter Account records whose Name equals Example Company.

Click the object to add filters to.
Click the Filters tab.
Click Add Filter to add a new filter condition.
Click the Select field dropdown menu.
(Optional) Enter the field name to search for the field.
Select the field to use for the filter condition.
Click the Select option dropdown menu.
Select the logic operation to use for the filter condition.
Enter a field Value in the last textbox of the filter condition. This is the value the filter compares to the record's value.
Click Save to save the filter.

Add Multiple Filter Conditions

Multiple filter conditions can be added to an object. There are two options for combining filter conditions:

Basic Logic

All filter conditions are combined with an AND operation. Meaning all filter conditions must be met.

Custom Logic

With custom logic, you can combine filter conditions by defining your own custom logic using AND, OR, and () operations. Filter conditions are included with their row number. For example 2 AND (1 OR 3) means that the filter is true if condition 2 is met, and either condition 1 or condition 3 is met.

The filter in this example does the following:

Filter Account records whose Name equals Example Company.
Or, filter Account records whose Type is not a Technology Partner.

Click Add Filter to add another filter condition.
Complete the filter condition by following the instructions in the section above.
Repeat this process to add as many filter conditions as needed.
Determine how you want the filter conditions combined. See the table above for an explanation of the options. If Basic Logic is used, no other action is necessary.