Actions - Datasource Filtering

Team Mail & Deploy

Modified on: Sun, 3 May, 2020 at 9:58 PM

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.

Preparation Actions
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. True. 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. False. 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. None. No filter check will be performed and the condition described above would not be recognized by Mail & Deploy. At least one of the values needs to be filtered. This filter check tests whether at least one of the values of the value list is filtered after all other filters have been applied. All values need to be filtered. This filter check tests whether all the values of the value list are filtered after all other filters have been applied. The consequence of a failed filter check depends on the context: If the filter is used as a preparation action of a report (see Reports), the creation of the report document will be cancelled. If the filter is used as a preparation action of a report element (see Report Elements) you can choose yourself what should happen if a filter check fails by setting the Filter Check Failed Behaviour attribute of the report element.

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.