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30 views

How to use a recordset filter

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me1232
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10/21/24, 12:20 PM How to use a recordset filter

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HOW TO USE A RECORDSET FILTER


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How to use a recordset filter

A Recordset filter is used to select rows of a recordset that will be used during execution of a child ...

Aug 19, 2021 Article

SOLUTION

A Recordset filter is used to select rows of a recordset that will be used during the execution of a child process.

The example in this article uses two processes and two recordsets:

Process 1 is called "Parent Process."


Process 2 is called "Child Process."

Recordset 1 is named “Parent Recordset” and will be attached to the parent process.
Recordset 2 is named “Child Recordset” and will be attached to the child process.
Recordset 2 contains the filter values which will be used to filter Recordset 1.

Notice in the Process Details that the Parent Recordset is attached to the Parent Process.

The Parent Process contains only one step: an "Execute Process" action. The parameters for the action shows the Child Process and Child Recordset attached to it.
This is also where you enable the RecordSet Filter. To create the filter, click on the icon with the elipsis located to the right of the RecordSet Filter option in the
Parameters of the Execute Process option.

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10/21/24, 12:20 PM How to use a recordset filter

A record filter is created to check and compare the values of the "ID" variable between the Parent Process and the Child Process.

The Parent Process contains five records with two values each, ID and Status.

The Child Recordset contains seven records with two values each, ID and Quantity.

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10/21/24, 12:20 PM How to use a recordset filter

Only the records in the Parent Recordset that match the filtered values in the Child Recordset will be processed.

There are two steps in the Child Process. The first step uses the Concatenate action to combine the variable values stored in the two recordsets ((V)ID, (V)Quantity,
and (V)Status) separated by dashes. All of the variable values are concatenated into the (T)Account variable. The second step displays the output of (T)Account.

The Parent Process is then run. The result viewer shows that the process ran five times since 5 of the values in the Child Recordset matched 5 of the values in the
Parent Recordset. Two records were skipped.

Notice the narrative text as it displays the output of the concatenation.

The Parent Process was used to call the Child Process and only displayed the values from the Child Recordset that matched in the Parent Recordset. This is because
the Child Recordset was set as the filter for the Parent Recordset.

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