Create and test a filter
Start here
Choose the starting records, add the rules they must satisfy, and inspect the result before saving.
For the full decision path, see Filters. The first version can use just a start table and one expression; add relations, lookups, or output options when the result needs them.
Create a filterDirect link to Create a filter
Choose the starting recordsDirect link to Choose the starting records
- Go to Processing > Filters.
- Select Add, enter a descriptive Filter Name, and select Create.
- Select the Start Table that contains the records you want to evaluate.
Use a name that explains the resulting population, such as Active employees or Users missing Entra accounts.
Add and organize filter itemsDirect link to Add and organize filter items
Add the items that determine which rows NIM returns:
- Relation item joins related data. See Relation items.
- Expression item compares a value, field, or parameter. See Expression items.
- AND requires the items beneath it to be true.
- OR requires at least one item beneath it to be true.
Use each item's enable/disable control to test it without removing it. Drag its order handle to arrange the logic into a readable hierarchy.
Verify the outputDirect link to Verify the output
- Select Filter to preview the current output in the Result pane.
- Refine the items until the output contains the intended records.
- Select Save.
Outcome
Your filter is ready to supply a controlled population to NIM features that use filter results.
Continue after the first previewDirect link to Continue after the first preview
| If the result needs… | Continue with… |
|---|---|
| A value comparison or reusable input | Expressions and parameters |
| Connected records or a missing relationship | Relations and recursion |
| A match against another table without a join | Lookups |
| An inverse of another saved filter's population | Exclude by Filter |
| Fewer or differently ordered output fields | Select and order columns |
| A computed output value | JavaScript columns |
| A summary or one row per value | Grouping or sort and exclude rows |
Create a child filterDirect link to Create a child filter
Use a child filter when a narrower population should inherit another filter's criteria.
Edit a filterDirect link to Edit a filter
Open Processing > Filters, select Edit Filter, change the configuration, preview the result, and select Save. See manage and reuse filters for the effect on dependent workflows.
Copy or rename a filterDirect link to Copy or rename a filter
See copy or rename a filter when you need an independent version or a clearer name.
Remove a filterDirect link to Remove a filter
See remove a filter and check its dependent workflows first.Related training videosDirect link to Related training videos