Summary: Use Data filters to control which source records are forwarded by an interface.

Requirements: - You need access to Interfaces. - You need permission to edit the interface. - The interface must have available source fields for filtering.

Use Data Filters in an Interface

Data filters help you send only the source data that matches the rules you define.

Open the Data filters tab

1. Go to Interfaces.
2. Open the interface you want to edit.
3. If you are viewing the live version, select Create draft.
4. If a draft already exists, select Show draft.
5. Open the Data filters tab.

Changes can only be edited in a draft. Published or inactive versions may be read-only.

Add your first filter

1. Select Add filters.
2. Select Add a rule if the first rule is not already shown.
3. In Select a field, choose the source field BrynQ should check.
4. Choose an operator, for example Equals, Contains, Greater than, or Is empty.
5. In Enter a value, enter the value the source data must match.
6. Select Save filters.

Use a filter when only some source records should continue through the interface. For example, filter on a status field so only approved records are sent.

Build Filter Rules

Filter rules decide when a source record is included or excluded.

Choose the right operator

Use the operator that matches the type of check you need:

• Equals or Not equals checks for an exact value.
• Contains or Does not contain checks whether text includes a specific value.
• Greater than, Less than, Greater than or equal to, and Less than or equal to are useful for numbers or dates.
• Between needs two values and checks whether the source value is inside that range.
• Is empty and Is not empty check whether a field has a value. These options do not need an entered value.

Make the entered value match the format used by the source field. This helps BrynQ compare the data correctly.

Combine rules with AND or OR

When you add more than one rule, choose how BrynQ should combine them:

• AND means all connected rules must match.
• OR means at least one connected rule must match.

Use AND when every condition is required. Use OR when several values or cases are acceptable.

Use groups for more complex filters

1. Select Add a group.
2. Add one or more rules inside the group.
3. Choose AND or OR between rules and groups.
4. Use Copy when you want to reuse a similar group or rule.
5. Use Delete only when the group or rule should no longer apply.

Groups are useful when you need separate sets of conditions, for example one set for new records and another set for changed records.

Finish and Review

Review the filter setup before you publish the draft.

Check the result before publishing

1. Confirm every rule has a selected field and operator.
2. Confirm every rule that needs a value has a value in Enter a value.
3. Check the AND and OR choices so the filter matches the business rule you want.
4. Select Save filters.
5. Use Reset filters only if you want to discard the current filter changes and start again.
6. Review the other required interface tabs, such as General, Scenarios, Mapping, and Schedule.
7. Select Publish when the full draft is ready.

If Publish is disabled, complete the missing required information in the interface draft first.

More Information

Data filters affect which source records are forwarded by the interface. They do not replace field mapping or scheduling. Use Mapping to decide where fields go, and use Schedule to decide when the interface runs.