Create a Condition on a Filtered 1:N Relationship

In a 1:N relation (one-to-many), a Primary entity The primary entity extracts data from the data set. links to one or more instances of another entity. However, by adding a filter to the 1:N relationship, users can benefit from using all of the data within the data set A collection of related information that can be used in templates and flows. yet also reduce the total processing time. Once a filter is added, a condition can be set to define when the filter applies.

Conditions display underneath the PRIMARY ENTITY in the Data Set Builder. However, the Filtered 1:N relations row only displays if a filtered relation already exists for the selected primary entity. Designers can toggle conditions ON/OFF to control whether they display when creating templates and additional conditions.

Filtered relations can be cloned to save time

Add a Filter

1.

Create a Data Set.

2.

Select the Data sets button.

The Data sets page displays.

3.

Select a Data Set to filter from the available options.

The Data Set Builder displays.

4.

Select the PRIMARY ENTITY button.

The dropdown menu displays.

Configure the Filter

5.

Select the 1:N RELATIONS button.

On the right, the 1:N RELATIONS display.

6.

Hover the mouse over the 1:N relation row. Light

A plus mark(+) displays.

7.

Select the plus mark(+).

The Add filtered 1:N relationship window displays.

8.

In the Name field, type in the name for your new 1:N relation.

9.

In the System Name field, copy and paste the Name field entry.

10.

Select the Submit button.

The 1:N relation window no longer displays.

A new row displays under the primary entity titled filtered 1:N relations.

11.

Next to the 1:N relation, select the pencil icon to edit the condition.

The Condition window displays.

Note: When creating a condition, you can test your data set and filtered relations by using the "Preview Sample" dropdown in the upper right corner. The data set does not have to be saved, it can be used in the preview stage.