page. Skip this step if you do not want to create a data subset.
On the
Data Filters
page, click
New
to create a data filter.
To create a simple data filter, select an object, a field to filter by, and an operator. Enter the value you want to use, and click
OK
.
To create an advanced data filter, click
Advanced
. Select an object. Select the field and create the filter expression. Click
OK
.
If you create simple data filters for the same object, the simple data filters for the object merge with the advanced filter. For more information about configuring advanced data filters, see
Configuring advanced data filters
You can apply filters to a single object within a task.
Fields that you cannot update do not appear in the filter. You cannot apply filters on the following field types:
TEXTAREA (RICH)
,
TEXTAREA (RICH)
, and
TEXT ENCRYPTED
.
To configure child relationships, click
Configure
.
The
Configure Relationship Behavior
dialog box appears.
Enable the child records that you want to include in the subset.
Click
Save
.
Join Operation
displays the number of join operations that are required to create the subset. You can view and download the schema graph in the DOT format to view the relationships between the objects.
Optional. Click
View
to view the sequence in which a task with multiple objects selects objects to create the data subset.