Filtering records
Choose records from the data source either based on conditions or from a particular range to be used for mail merge.
How to filter records?
- Under 'Select Data Source', click
- Select Based on conditions if you want to set up condition(s) for the records. Alternatively, choose Between a particular range to choose records using range.
Filter based on Conditions
Extract unique records from your data source to match a specific criteria using conditions. Use a condition to narrow down records every time you run merge. Use a conditional operator from the available list of conditions to filter text, numbers, images, etc. from your data source.
Conditions with Date - Explained
Filter records with date as the criterion. Select the date field and apply a condition from the list available. Please refer to this table for categories of date-based conditions and how they work.
| S.No | Conditions | Examples |
| 1 | Records falling or not falling on a specific date. | Invoices on 05-Feb-2022 |
| 2 | Records with dates greater than/lesser than a specific date. | Invoices after or before 05-Feb-2022 |
| 3 | Records with dates greater/ lesser than n days / months / years from today's date. |
|
Filter records between two dates using and & or
With and & or, set more than one condition to filter records. For example, to filter records falling between two specific dates, insert one greater than condition and one lesser than condition as shown. This will fetch records between the two specific dates. (05-Feb-2022 and 12-Feb-2022)
- You can change the field type in the Filter Records pop up while filtering records as well.
- Please make sure you configure filter conditions with the same date and time formats as in the data source.
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