Data Picker Filter Query Condition

When you are setting up a business process, you can filter the condition for the data picker according to:

The following is an example of query evaluation. The workflow setup follows these policies for selecting users.

Assuming business process BP A has a Data Picker DP1 defined in the Upper Form which brings in records from BP B. A query condition in defined on the string attribute Country where expected user-defined values are, for example, San Jose, CA.

Below is the partial list of records for BP B:

When the conditions are defined, using Exists in and Does not exist in operator, then:

Condition/Operator

Business Process Form (Field value)

Example of the data source used.

Filtered List in User Mode

Exists in

Country exists in (United States of America)

This will show a list of filtered records where Country value has records where substring from 'United States of America' exists.

Does not exist in

Country does not exists in (United States of America)

This will show a list of filtered records where Country value has record where substring from 'United States of America' does not exists.

The difference between Contains and Exists in are:

Query Condition

Filtered List of Records from BP B

Contains in

Empty list of records

Does not contain

001, 002, 003, 004 , 005 , 006, 007

Exists in

001, 002

Does not exist in

003, 004

The following is another example of query evaluation.

Data Picker

Query Location

Destination BP where Data Picker is placed

Action Items

Data source of Data Picker placed in Action Items

Meeting Minutes

Query condition set for Data Picker

Description' field of Meeting Minutes exists in Action Items / Upper form / Description

Runtime query evaluation Case 1:

Then, only R1 will be seen in the list of Data picker records.

Runtime query evaluation Case 2:

Then, both R1 & R2 will be seen in the list of Data picker records.

Notes:

The "Or" Condition

In the scenarios mentioned above, you configured Data Picker query to show records where the Country was USA. If you wanted to conduct another query to configured Data Picker query to show records with title ABCDEF, then the configured Data Picker query would have satisfied both of the queries: Country = USA  and Title contains ABCDEF.

You can also find records based on an individual query, instead of all queries. That is to state that you can apply the "Or" condition between two, or more, query conditions.

That is to state: If you apply the "or" condition, then the Data Picker shows records which have Country as USA (and Title may or may not contain ABCDEF) as well as records that have Title as ABCDEF (and Country may or may not be USA).

See Also

Data Definitions

About Data Pickers

About User Data Pickers

Creating a Basic Data Definition

Creating a Cost Code Definition

Creating a Data Picker Definition



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Last Published Friday, April 9, 2021