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. This document outlines the functionalities and configuration steps.

Configuration Steps

Adding M3 Filter Component

1. Access Workflow Configuration:
   • Navigate to the workflow configuration screen in the application.
2. Add M3 Filter Component:

   • Add M3 Filter component to the workflow in below sequence.

      **Trigger—>M3API—>M3 Filter—>Excel.**
     

Configuring Filters

1. Filter Configuration Section:
   • In the M3 Filter component, the filter configuration section displays with the following columns: Description, Field, Type, Source, Logical Type, Value, and Action.
2. Select Fields:
   • Expand the transaction in the right-side panel to view the input fields.
   • Drag and drop the desired input field to the filter configuration section.
   • The respective field description will populate under the Description column.
   • The Field column will display the respective field program code, transaction name, and field code.
3. Configure Filter Properties:
   • Type Column: Select the filter type from the dropdown options: Equal, Not Equal, Less Than, Greater Than, Less Than Equal, Greater Than Equal, Is Blank, Is Not Blank, Contains, Does Not Contain.
   • Source Column: Choose the source from the dropdown: From client or Constant.
   • Logical Type Column: Select AND or OR if more than two filters are configured.
   • Value Column: Enter the filter value in the text box.
4. Error Handling:
   • At least one field must be configured; otherwise, an error message "M3 FILTER: Map at least one field for filter" will appear when saving the workflow.
   • If more than two filters are configured, a logical type must be selected, or an error message "Missing Logical Type" will be displayed.

Execution Screen

1. From Client Source:
   • If the source is selected as From client, the filter field will be displayed in the execution screen. The user must provide the value while executing the workflow.
   • If no value is provided, an error message will appear.
   • Users can ignore the filter by clicking the ignore filter checkbox.
2. Constant Source:
   • If the source is selected as Constant, the user must provide the filter value in the value text box during configuration. This field will not appear on the execution screen.
   • The filter will be applied based on the provided constant value.

Additional Functionality

1. Date Field Types:
   • If the selected field’s data type is date, the Contains and Does Not Contain options will be disabled in the Type dropdown.
2. Deleting Filter Fields:
   • Users can delete configured filter fields as needed.
3. Modifying Filters:
   • Users can change the logical type, source, value, or add new filter fields and re-execute the workflow based on the updated filters.
   • If the source is changed from From client to Constant, the field will not be displayed in the execution screen.

Example Use Case: Exporting Stock zones with M3 Filter Component

The M3 Filter component is particularly useful for updating, deleting, or exporting specific data from Infor M3 based on customized criteria. In this example, we can check how to export only particular stock zones on a particular range. This can be done by configuring the M3 Filter component within a workflow.