In Mail & Deploy, there is a variety of action types which all perform different operations. In this section, you will find all available actions for datasource filtering.
Activate Datasource Bookmark
This action can be used to activate a bookmark of a datasource (see Bookmarks) to restore the state that the bookmark contains. The following attributes can be set:
|Datasource||The datasource (see Datasources) that contains the bookmark you want to activate.|
|Bookmark Name ||An expression (see Expressions) that evaluates to the name of the bookmark (see Bookmarks) you want to activate.|
This is a list of actions (see Actions) which will be executed before the bookmark button is activated.
Filter Datasource Field
This action can be used to filter a field in a datasource to one or more values. The following attributes can be set:
|Datasource Field||The field in the datasource (see Datasources) that shall be filtered.|
|Values||A list of expressions (see Expressions) which evaluate to the values to which the datasource field shall be filtered.|
Perform Match Filter
|This setting determines how the list of values is used to filter the field in the datasource.|
In this case, the values are filtered by applying a match filter, which means that you can use datasource specific wildcards and/or operators to perform the filters (e.g. a field that contains numbers can be filtered to the to select all values which are greater than 500). The syntax to use for the match depends on the type of datasource.
In this case, the exact values will be filtered in the datasource.
|Check Type||This setting determines whether the filter will be checked after all other filters have been applied in the datasource. This is particularly useful if you have more than one filter applied to the datasource; if that is the case, any filter that is applied could remove a previously applied filter if there are no applicable values. |
Example: You want to apply two filters to a QlikView Document; first you filter the field "Year" to the value "2018". Thereafter you filter the field "CustomerID" to the value "123". The application of the second filter could lead to the first filter to be removed if the customer with the ID "123" does not have any association with the year "2018". To prevent this, a filter check can be added to the filter of the field "Year"; this way, Mail & Deploy will perform the filter check after all filters have been applied and would recognize, that the filter has been removed.
Remove Datasource Field Filter Restriction Action
This action can be used to remove field filter restrictions (such as "Always on selected value") from a datasource field. The following attributes can be set:
|Datasource Field ||The field in the datasource (see Datasources) from which filter restrictions shall be removed.|
|Please note, that removing field filter restrictions currently only works for QlikView Documents. |
Save Datasource Filter State Action
This action allows you to save the complete filter state of a datasource (see Datasources) under a given name. The filter state can later be restored. The following attributes can be set:
|Datasource ||The datasource (see Datasources) of which to save the filter state. |
|Name||The name of the filter state to save.|
Restore Datasource Filter State Action
This action can be used to restore the filter state of a datasource (see Datasources) that has previously been created. The following attributes can be set:
|Datasource Field||The datasource (see Datasources) of which to restore a filter state. |
|Name||The name of the filter state to restore.|