Filters
Set filters that determine which data syncs
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Filter settings can only be edited before the initial sync
When you are creating a new table mapping, you are able to set filters. Once data in those tables sync, you cannot change the filter settings.
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Filters sync the final update before future updates are excluded
For instance, if you change a record from ‘John’ to ‘Sarah’ in Google Sheets, Whalesync will sync this last update to Affinity. After that final sync, changes to the now 'Sarah' record will be filtered out.
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FAQ
Will setting a filter delete any of my existing data?
No, adding a filter won’t remove existing data. Filters apply to any future updates.
Are filters case sensitive?
Yes.
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How should I write percentage values?
Percentage values should be written as numbers.
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Is there any way I can edit a filter after the initial sync?
Unfortunately Whalesync does not support editing a sync filter after a sync has been turned on. However, by using record matching, you can work around this.
Let's say you have a sync between App A and App B. By deleting the existing sync and creating a new sync, you can effectively edit the filter:
Make sure that all records in synced tables have a unique identifier that can be used for record matching
Delete the original sync between App A and App B
Create a new sync between App A and App B
Create the desired filter
When asked how you wish to match up existing records (via record matching), choose the unique identifier you made a note of in step 1
Now you should have a working sync that has the same configuration as the original sync, but with the new filter.
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