Data Picker Filter Query Condition

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

Contains
Does not contain
Exists in
Does not exist in
Equals
Does not equal
is empty
is not empty

In the BP Data Picker configuration window, you can also select the Include only current Project/Shell records option to allow users to view and select only current project/shell records that meet the query conditions. This option is available only for the BP Data pickers whose source is a project level business process. However, if the project level BP Data picker is added in company business process, the system ignores above option. By default, this option is deselected.

Note: If both the Show results matching any condition option and the Include only current Project/Shell records option are selected in the BP Data Picker Configuration window, the system displays only those records that match either the Include current Project/shell records option or any of the specified query conditions.

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:

Record Number: 001 > Country: United
Record Number: 002 > Country: United States
Record Number: 003 > Country: United Kingdom
Record Number: 004 > Country: United States of America

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 exist 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 exist.

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 exist 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 exist.

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:

Description field value in Action Items / Upper form: Design Phase 2
Meeting Minutes Record R1 has Description field value: Design
Meeting Minutes Record R2 has Upper Form / Description field value: Design Phase 2 items

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

Runtime query evaluation Case 2:

Description field value in Action Items / Upper form: Design Phase 2 items
Meeting Minutes Record R1 has "Description" field value: Design
Meeting Minutes Record R2 has "Description" field value: Design Phase 2

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

Notes:

If the workflow setup has any of the new operators, the list of data pickers that the user sees at runtime retains the stated query parameters.
The list of records which the BP data picker points to shows a filtered list of records based on the query conditions defined using "Exists in" or "Does not exist in" operators.

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