Filtering functionality in the Migration Wizard

Last Updated: 05/30/23

Applies to: 

Migration Wizard users, looking for the details of the filtering feature usage.

Common Causes / Issues:

Using the possibility of filtering data through the UI.

Tactical Rundown:

The development team has recently released the feature of data filtering.

On the Select Object step, you can see this "filter" sign:

You can Add or Edit filters, depending on the filters' availability:

To add a filter: Once you click on Add Filter, you will see this pop-up window. Click on the blue button "Add filter": 

Then click on the Select Property field and choose the value from the list of options:



For example, if you select the ID field, you will need to select the rule, for example:

Equal to: Match records that have a property with a specified value; 
Not Equal: Match records that do not have a property with a specified value; 

Or any other available option from the list:

Type in the value (single option or several values, separated with a comma).

These values will automatically show in the filter settings on the upper left side:




You can also add another filter or group (buttons: Add Filter, Add Group") and do the same actions mentioned above:




You can also use the options below: Test Records (you will be asked to input an ID of a test record) and "Get Count" to check how many records meet your filtering criteria:

When you are done with filters, click on the Save Filter button to save the changes made: 




The objects with active filters will have a blue "filter" icon:

Complex filters use cases

1. If you have one filter available and you would like to add others, you can click on "Add Filter" and select a property from the list:

Then you need to select options from the drop-down list (let's say "Is any of"), then for Values - you can select "One" or "Bulk." For "Bulk," please type in the values, starting from a new row for a new value (for example, like below):

2. You can also select other options for rules(like: And / Or / Nor) by clicking as indicated below:




Let's say you set a filter with an "Or" option like this:

3. You can also add another filter or group inside the current filter or group, like here:

You can then continue working with the other objects in the Select Objects step and go ahead with Matching records and Mapping. And then start the sample migration. Filters will be applied according to the settings you made. That's it! 

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