Define service filters

Introduction

This page is part 4 of the instruction set for adding a Patchworks service:

Part #	Link to instructions
1	Add a default service
2	Configure service settings
3	Set the service trigger schedule
4	Define service filters
5	Define field mappings
6	Activate the service

Prerequisites

The steps detailed on this page assume that you are following the 'new service' flow and have just saved the service trigger schedule, so the service filters page is displayed:

I've exited from the 'new service' flow - how do I get to this page now?

If you have exited the 'new service' flow and need to get back to this point, you can access all service configuration options via the canvas tab:

The steps

Follow the steps below to set filters for this service.

Running a service without any filters will result in increased transaction volume and therefore a slower service, which may impact your account.

Step 1 Use dropdown fields to make required selections:

Step 2 If required, use the add filter button to add more filter rows:

Step 3 Click the next button. Filters are saved and field mappings are displayed - please see the define field mappings page for guidance.