Filters: (Optional) Create Filters for Data Elements

You can set up filters to display only those data elements that meet the filter criteria in the data source being created. For example, you can create a filter to display only those records with an Open Issue Status.

Note: This step is optional. You can click Skip to move to Preview: Created Data Source of the guided process.

To create a filter on a data element:

Click Add Condition (+) in the Filters step of the Data Source Creation guided process.
From the Condition list, select one of the following:
- All: Select this option to specify an AND condition to ensure all filter conditions are met for the filter being defined.
- Any: Select this option to specify an OR condition to ensure any one condition is met for the filter being defined.
For each condition, select a Data Element, Condition, and Value as follows:
1. From the Data Element list, select a data element that was added to this data source in Data Elements: Select Data Elements for the Data Source. For example, select Creation Date from the list.
2. In the Condition field, enter a condition or select a condition from the Condition list that the data element (selected in the previous step) must satisfy. For example, Creation Date, selected in the previous step, is of Date data type.
  For more information on the list of conditions supported for each data type, see Supported Conditions for Data Types.
3. In the Value field, enter a value or a range of values the condition must satisfy.
  Note: The format of the Value fields depends on the type of values that can be entered or selected. It can be a text field, a list, or a combination of text and list fields.
(Optional) Select any of the following actions:
- Add Condition (+): Click to specify more than one condition for the filter. Repeat step 3.
- Remove Conditions ( ): Click to delete each condition.
From the Save menu, select any of the following options to save the defined filters:
- Save: Click to save the selected information displayed in the Data Elements step.
- Save and Close: Click to return to the Data Sources log.
Click Continue to proceed to Preview: Created Data Source of the guided process.
Notes:
- You can click Cancel in any step of the guided process to discontinue and return to the Data Sources log.
- It is recommended to click Save in each step to avoid losing any unsaved information or selections made in that step.

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