Create Filter Rules for Individual Rows in a Repeatable Destination

You can use a Repeatable Destination A Repeatable Destination is a TrueContext Data Destination that sends data from a Repeatable Section to a field-based, third-party system. to send multiple lines of data from a Repeatable Section A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries. to Salesforce, ServiceNow, or a Microsoft SharePoint list. This topic describes how to define a set of filter rules to specify which rows in the Repeatable Section A Repeatable Section is a subform that contains a set of related questions. The data captured is “repeating”, because the field user can complete the same subform more than once, which creates multiple entries. send data.

Available on the Advanced and Enterprise tiers:

How row filter rules work

You can apply filter rules that control which rows send data when the Repeatable Destination A Repeatable Destination is a TrueContext Data Destination that sends data from a Repeatable Section to a field-based, third-party system. executes. These rules are in addition to the top-level Data Destination filter rules, which determine whether the destination executes.

For example, you may want to create records only for equipment that passes a warranty inspection. You can create a row-level filter for the inspection status question with the Filter Expression “Pass”. When a technician submits the form, the Repeatable Destination sends only those entries that meet the filter criteria.

Steps to create repeat row filter rules

1. In your Data Destination A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. Web Portal settings, go to Filtering > Filter Rules for Individual Repeat Rows.

2. Select Add.

   Result: The system displays the Input Expression and Filter Expression fields.

3. Enter the row filter rules in the same way as top-level Destination filters.

   • Do you want to execute the Repeatable Section rows only if the submitted data matches all of the rules?

     • If yes, select Match All. The destination executes a row if the submitted data matches all of the rules.

     • If no, select Match Any. The destination executes a row if the submitted form data matches at least one rule.

   • Input Expression—enter a DREL expression to specify the form data or metadata to match.

   • Filter Expression—enter a regular expression to define the string that you want to match, for example, Pass.

   

4. Optional: Repeat steps 2 and 3 to create additional filter rules.

5. Select Create if this is a new Data Destination, or Update if it is an edit.

   Result: The system applies the filters.

Info:You can also apply a top-level filter that determines whether the Data Destination executes. The topic Applying Filtering to Data Destinations describes how top-level filter rules work.