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Data Filters

Data filter contains set of fields based on attribute filter fields and data filter fields.
Attribute Filter Fields are set of static fields for all OpenAir objects with name starting with ‘__’. These fields do not fetch data and represent the OpenAir attribute.
The following shows an example of attribute filter fields:
‘__’ + <Attribute field from developer guide> = <Attribute filter field>
The following image shows the list of attribute filter fields:
Data Filter Fields belongs to OpenAir objects. The data filter tab lists all the fields in the OpenAir object where few fields are filterable.
If non filterable fields are used for any fetch operation, then OpenAir voids the filter condition and fetches all data.

Simple Filters

Simple filter uses fields starting with '_ '= to define OpenAir attributes to control read data set from OpenAir. You can use the attribute fields to define simple filters.
The following image shows an example of simple filter using OpenAir attributes:
To define simple filters, use the following attributes:
Filter Field Name
Attribute Name
Value
Remark/Result
_AttrFld_deleted
deleted
1
Returns deleted records. It can be used together with newer-than filter.
_AttrFld_include_flags
include_flags
1
Returns account or user switches, by default those are not populated.
_AttrFld_include_nondeleted
include_nondeleted
1
Returns all records, deleted, and non deleted.
Note: This attribute works in conjunction with the "deleted" attribute.
_AttrFld_with_project_only
with_project_only
1
Used with type: Customer will return customers which have associated project records.
_AttrFld_base_currency
base_currency
Eg: USD, CAN, INR,
Letter currency code. Works with type: Currencyrate. Converts values on the fly to currency specified.
_AttrFld_generic
generic
Returns generic resources (users), where by default, the API returns regular users.
_AttrFld_filter
filter
open-envelopes
Returns records associated with an open envelope.
approved-envelopes
Returns records associated with an approved envelope.
rejected-envelopes
Returns records associated with a rejected envelope.
submitted-envelopes
Returns records associated with a submitted envelope.
nonreimbursed-envelopes
Returns envelopes that have a non zero balance attribute.
reimbursable-envelope
Returns records associated with a reimbursable envelope.
open-slips
Returns records associated with an open slip.
approved-slips
Returns records associated with an approved slip.
open-timesheets
Returns records associated with an open timesheet.
approved-timesheets
Returns records associated with an approved timesheet.
rejected-timesheets
Returns records associated with a rejected timesheet.
submitted-
timesheets
Returns records associated with a submitted timesheet.
not-exported
Returns records not marked as exported.
approved-
revenue-
recognition-
transactions
Returns revenue recognition transactions belonging to approved revenue_container records.
date filters:
* newer-than
* older-than
* date-equal-to
* date-not-equal-to
Returns records that have a value in the 'updated' field that is newer-than, older-than, date-equal-to, or date-not-equal-to the date specified in the oaDate object in the objects collection. To compare date fields other than ‘updated’, add the following additional attribute information: name=”field” value=”[some date field]”
The Data Synchronization task processes the data based on the filter field assigned to the object. Data filter helps you to fetch specific data of a particular object.
Perform the following steps to use data filters in Data Synchronization task:
    1. Select Data Filters tab in Data Synchronization task.
    The Data Filters tab appears.
    2. Click New.
    The Data Filters dialog box appears.
    3. Specify the following details:
    Field Type
    Description
    Object
    Select object for which you want to assign filter fields.
    Filter By
    Select the filter field.
    Operator
    Select the corresponding operator.
    Filter Value
    Enter the filter value.
    4. Click OK.

Advanced Filters

You can use advanced data filter to run search queries containing complex filter expressions.
Note: You will know the selected filter field is not filterable after you run the Data Synchronization task.
Perform the following steps to use advanced filters:
    1. Click Advanced in the Data Filter dialog box.
    The Advanced Data Filter dialog box appears.
    2. Enter the Filter Expression.
    3. Click OK.
    The following image shows the Advanced Data Filter dialog box:
Advanced data filter contains some filter properties. Advanced data filter supports equals and not equals operators, attributes filters, but basic filters does not support OR operator.
Follow these guidelines to write an advanced data filter expression: