A data subset operation that includes the Transactional Integrity for Major Relation Type option might include additional records. Because of the major constraint, a child record selected for the subset operation pulls in related parent records from parent tables. The parent records select all the related child records from the child table. As more records are selected in the child table, the related parent records are selected again. This is because the records one parent selects in the child table might point to parent records that are not included in the subset. This process continues in a loop until there are no more related records to select.

For self cyclic relations and objects that have more than one major parent relation, the workflow performs recursive evaluation to compute the subset. Recursive evaluation requires a staging connection.

The operation applies the criteria on the entity as a whole and not on individual tables. If an entity contains multiple criteria, the operation uses the AND operator between criteria. If the different criteria qualify mutually exclusive tables, the subset operation might not return any data. To avoid a data subset with no records, you can edit the criteria to use the OR operator at run time from the

Criteria

page during plan creation. To edit the criteria, select

Advanced

on the

Custom

tab and configure the filter expression.

This option maintains transactional and referential integrity of the data.

The Referential Integrity Only option selects the least number of rows required to maintain referential integrity of data in the subset. A workflow that uses this method therefore returns fewer records than a workflow that maintains transactional integrity too. The subset might not include all child records that pertain to a parent record and therefore transactional integrity might break.

You can use this method if the entity contains a single criteria. If the entity contains more than one criteria, the workflow uses the Transactional Integrity for Major Relation type even if you choose the Referential Integrity Only type.

For self cyclic relations and objects that have more than one major parent relation, the workflow defaults to the Transactional Integrity for Major Relation type.

A workflow that includes the Two-way option might return more records in the data subset compared to the first two options. This option maintains referential integrity and all tables that meet the criteria contain at least some data in the subset. Use this option if the entity contains multiple criteria and if you want to propagate the criteria to the entire entity.

Criteria propagates downward and then moves upward alternately until all tables in the entity are covered. The workflow uses the OR operator when the criteria moves upwards.

For self cyclic relations, the workflow performs referential looping in one direction, from child to parent tables.

If an entity contains a cyclic relationship, the workflow defaults to the Transactional Integrity for Major Relation type.

The Two-way option requires a staging connection. Based on the data and how you apply the criteria, the staging connection might or might not be used.

This option applies criteria on individual tables and not the entity as a whole. The one-way option returns more data than the Two-way option. The workflow picks the least number of tables on which criteria is propagated in order to maintain referential integrity. The criteria propagates downwards. Tables above the level of the topmost table on which you apply criteria are included as is. The subset includes all data from the tables.

Use this option if you want to create the smallest required subset that does not break referential integrity, and include all data from tables above the topmost table on which you apply criteria.

For self cyclic relations, the workflow performs referential looping in one direction, from child to parent tables. Recursive evaluation requires a staging connection.

If an entity contains a cyclic relationship, the workflow defaults to the Transactional Integrity for Major Relation type.