Overview

In Vince Live, you can add filters to your workflow to limit the number of records sent to the next step in the workflow. The idea behind filters on the listing of data is to reduce the output records from the APIs based on specific criteria. By filtering the data, you can narrow down the number of records processed in the next step of the workflow, improving the overall efficiency and effectiveness of the workflow.

Filtering Data in Vince Live

For instance, if you have selected an API where the input values are limited, you can use filters to only send data to the next step where specific fields are equal to a certain value. This is valid for any output fields available in the APIs. Similarly, if you are running several APIs and you have a filter on the first API, the second API will only run for the records having valid filter values. The same applies to sending data to Excel or a table, where only records with valid filters will be sent to those components.

In addition, if you are adding, updating, or deleting a record, you can use filter conditions to reduce or secure that only records with given values are executed. Currently, this type of filtering is only available for M3 APIs.

Setting up Filters in Vince Live

Setting up the filter component in Vince Live is straightforward. You can select the API and transaction, and then drag and drop the fields you want to filter on into the filter section. After that, you can choose the type of filter you want to apply, such as "Equal", "Not Equal", "Less Than", "Greater Than", "Less Than Equal", or "Greater Than Equal".

Once you have selected the filter type, you need to select the filter value. There are two different types of filter values available in Vince Live:

• Constant: This option will give you the possibility to add a specific value.
• From Client: This option will give the end user the possibility to add a filter during the execution of the workflow.

If you select more than one filter, you must decide whether the second filter should have "AND" or "OR" as the condition.

Finally, you can set the filter value. If the previous selection of source is "From Client", the value added in the "Value" field will be seen as a default value and presented on Execution.

By using M3 filters in Vince Live, you can ensure that only relevant records are processed in each step of the workflow, leading to improved accuracy and faster execution times. The filtering feature is powerful and flexible, making it easy to customize the workflow to meet your specific needs.