Sync Filter: Difference between revisions

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# Click '''Sync Filter'''. The conditions are defined using the generic [[Filter editor]] user interface.
# Click '''Sync Filter'''. The conditions are defined using the generic [[Filter editor]] user interface.


[[File:Sync filter.png|600px]]
[[File:Sync filter.png|600px|alt=how to access sync filter screen in Woodford]]


== Editing the sync filter as XML ==
== Editing the sync filter as XML ==
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# Change the extension back to "woodford" and import the file to Woodford.
# Change the extension back to "woodford" and import the file to Woodford.


[[File:Export and rename project.png|600px]]
[[File:Export and rename project.png|600px|alt=exporting and importing app projects in Woodford]]


{{Note|If you want to upload a modified version of the app project back into Woodford, always keep a backup copy of the original file.|Warning}}
{{Note|If you want to upload a modified version of the app project back into Woodford, always keep a backup copy of the original file.|Warning}}
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#* Click the field and select '''Created On''' from the dropdown menu.
#* Click the field and select '''Created On''' from the dropdown menu.
#* Click the operator and select '''Last X Days''' from the dropdown menu.
#* Click the operator and select '''Last X Days''' from the dropdown menu.
#* Enter the number: 120.<br>[[File:Sync filter opportunity.png]]
#* Enter the number: 120.<br>[[File:Sync filter opportunity.png|alt=sync filter example: opportunity within 120 days]]
# Click '''Save & Close'''.
# Click '''Save & Close'''.


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Incremental linked sync filter in practice:
Incremental linked sync filter in practice:


[[File:Syncfilter example.png]]
[[File:Syncfilter example.png|alt=schema of incremental linked sync filter]]


For a more detailed discussion, see [[Sync_Filter_and_incremental_sync#Linked_Sync_Filters|Linked sync filters]].
For a more detailed discussion, see [[Sync_Filter_and_incremental_sync#Linked_Sync_Filters|Linked sync filters]].
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This corresponds to the following sync filter:
This corresponds to the following sync filter:


[[File:Sample sync filter.png]]
[[File:Sample sync filter.png|alt=sample sync filter: active accounts owned by user]]


The filter criteria are saved using the [[FetchXML]] query language.
The filter criteria are saved using the [[FetchXML]] query language.

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