Service filters are used to build rules which determine what data is pulled from the source system for processing. For example:
Each filter row is based on a field associated with the data entity being synced by this service. When multiple filter rules (i.e. rows) are added, the relationship between them is 'and' - so an entity is only synchronised if it satisfies ALL defined filter rows.
Taking the example above where the service is set to synchronise fulfilments, a fulfilment will only be synchronised if it was updated in the last ten minutes and its status is set to 'open'.
Each filter is added as a row comprised of four elements:
Field
Type
Indicates the type of field being used for the filter. Auto-populated from the selected field.
Operator
Choose the required relationship between the selected field and value, for a match to be made.
Value
Enter the required value to be met/matched. Time period values can be specified as seconds, minutes, hours, days, weeks or years.
A common scenario for filters is to process records created/modified in the last x minutes/hours/days, or within a given timeframe. Typically (though not necessarily) we are working with events that have occurred in the past.
Different systems (NetSuite, Shopify, etc.) have different filter fields to achieve this, but a common technique is to define the required number of minutes/hours/days, working back from 'now'.
Let's say that we only want to process all orders which were created in the last 2 hours. In the Patchworks dashboard, our filters would look something like the example below (field names vary by system but generally, most systems have a variation of 'date created' and 'date modified'):
We can visualise this as below:
Let's say that we only want to process all orders which are between 1 and 2 hours old. In the Patchworks dashboard, our filters would look something like the example below (though field names will vary by system):
We can visualise this as below:
To add a new filter, follow the steps below:
Step 1 Click the add filter button:
Step 2 A new filter row is added for you to update as required:
You can change any element of an existing filter, as needed - just make new selections or enter new values as required, then save changes:
To remove an existing filter, simply click the associated cross at the end of the row - for example:
It is not possible to define filters based on custom fields.
Choose which system-related field to use as the basis of the filter. Available fields vary, depending on which system is defined as the .
Step 3 Set required conditions and save changes:
...then save your changes:
