Sync Triggers with Defined Criteria

When configuring syncs to trigger with defined criteria, you can specify the condition for the record to sync. You can use a single criterion to for simple conditions or you can group multiple criteria to create more complex conditions.

Parameter

Description

Input Field

Select the field to be used to define the criterion. All standard fields and custom fields at the record header level can be selected.

Available fields can vary depending on the sync being configured.

Operator

The operator for the intended condition. Can select from the following list:

  • equals

  • not equals

  • contains

  • starts with

  • greater than

  • less than

The operators, contains and starts with can only be used with string or text data type fields. Greater than and less than can only be used with number data type fields.

Value

Enter the value for the condition. If you have multiple values to enter in an input field in a row, you can do so by separating the multiple values with commas.

For example, if you want to sync Item Currency only when the Item Location is California or Austin, then the input value should be of California, Austin. If the Location is not California or Austin, the item will not sync. When you enter multiple values in the Value field, the values are treated as an OR condition because two or more values can't exist in a field at the same time.

Note:

Complex fields, such as Lists, Addresses, Currencies, or Country Codes, and others that are based on internal IDs or linked records may not work as expected. When using the mentioned input fields, you need to enter the exact value that you intend to match in the condition.

Additional Condition

If you are using multiple criteria, you need to set the Additional Condition in the previous row so that the new row is associated accordingly.

Condition Grouping Logic

You can use parentheses to group different criteria together so that the criteria are applied in the order you intend them to for the condition.

The Condition Grouping Logic field helps you define the groups exactly the way you want as you define the criteria using Sync Triggers with Defined Criteria. Refer to the following example for details.

In this example, the item should only be synced when it matches the following criteria:

  • Subsidiary is California and Location is Los Angeles or San Francisco

  • Subsidiary is Texas and Location is Austin.

Row

Field

Operator

Value

Additional Condition

Row 1

Subsidiary

Equals

California

AND

Row 2

Location

Equals

Los Angeles, San Francisco

OR

Row 3

Subsidiary

Equals

Texas

AND

Row 4

Location

Equals

Austin

-

To achieve the desired condition, you need to set Condition Grouping Logic using parentheses as follows:

( Row 1 AND Row 2 ) OR ( Row 3 AND Row 4 )

Note:

The number of rows that can be configured are limited to 10.

When no criteria rows are entered, the Condition Grouping Logic shows No criteria defined.

Condition Grouping Logic With No Criteria Entered

After entering the criteria, you can click the pencil icon beside Condition Grouping Logic to define the grouping. To define the grouping, you enter the valid parentheses on each cell beside the row numbers and operators.

Condition Grouping Logic Empty Parens

General Notices