PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

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Configuring a Source Filter

Configure a source filter from the Application Source Qualifier.

In the Mapping Designer, double-click the Application Source Qualifier.

Click the

Microsoft Dynamics CRM Properties

tab.

Click the Browse button by the Source Filter field.

The

Edit Metadata Extension Value - Source Filter

dialog box appears.

Select the filter type.

You can select AND or OR as the filter type.

Click

Add Type

The filter expression appears in the

Filter Expression

pane.

Select the attribute on which you want to apply the filter.

All the fields in the source definition are available for selection.

When you join entities, select the attributes of the primary entity.

Select the operator that you want to specify in the condition.

The session fails if you provide an operator that is not valid for the attribute that you select.

Enter a value for the condition.

Click

Add Condition

The condition appears in the

Filter Expression

pane.

Ensure that the Filter Expression is of the following format:

<filter type='<type>'>
<condition attribute='<attribute name>' operator='<operator name>' value='<value>' />
<filter>