Task — Table Subset
The table subset enables an optional filtering of the records extracted for the task's tables. The table subset is available when selecting the Tables option in the Source component, i.e., creating a task on tables only.
A filter can be added to one, several, or all of the task's tables.
Click the filter icon next to a table to open the Data subset settings window:
The window is split into two panels:
- Left panel — lists all the task's tables. A filled filter icon next to a table indicates that a filter has already been set for it. Click a table name to view or edit its filtering parameters in the right panel.
- Right panel — displays the filtering parameters for the selected table, identified by its full name (e.g., CRM_DB.public.address).
To define a filter, select a table column, an operator, and enter a value. Multiple conditions and/or groups can be added using the Add condition and Add group buttons.
Click Clear form to remove all filters across all tables.
Lock Icons
Each condition has a lock icon. The task creator can lock or unlock individual conditions to control whether the task runner can modify them at execution time:
- Locked — the condition's operator and value are fixed and cannot be changed by the task runner at execution.
- Unlocked — the task runner can modify the condition's operator and/or value when executing the task.
At execution time, all filter conditions are displayed, but the task runner can only edit the unlocked ones.
Task — Table Subset
The table subset enables an optional filtering of the records extracted for the task's tables. The table subset is available when selecting the Tables option in the Source component, i.e., creating a task on tables only.
A filter can be added to one, several, or all of the task's tables.
Click the filter icon next to a table to open the Data subset settings window:
The window is split into two panels:
- Left panel — lists all the task's tables. A filled filter icon next to a table indicates that a filter has already been set for it. Click a table name to view or edit its filtering parameters in the right panel.
- Right panel — displays the filtering parameters for the selected table, identified by its full name (e.g., CRM_DB.public.address).
To define a filter, select a table column, an operator, and enter a value. Multiple conditions and/or groups can be added using the Add condition and Add group buttons.
Click Clear form to remove all filters across all tables.
Lock Icons
Each condition has a lock icon. The task creator can lock or unlock individual conditions to control whether the task runner can modify them at execution time:
- Locked — the condition's operator and value are fixed and cannot be changed by the task runner at execution.
- Unlocked — the task runner can modify the condition's operator and/or value when executing the task.
At execution time, all filter conditions are displayed, but the task runner can only edit the unlocked ones.
