topic Re: Filtering a search to 10 customers using condition formula in Workato Pros Discussion Board

Filtering a search to 10 customers using condition formula

Nesh — Fri, 14 Jun 2024 18:43:14 GMT

I have a recipe where I am pulling invoices from the past 2 years. I want to add a condition where it will only pull records for 10 customers. I have not been very successful in setting up a formula using customer ID's. I have attached a copy of the condition I have currently. Any help is greatly appreciated. Thanks!

Re: Filtering a search to 10 customers using condition formula

gary1 — Fri, 14 Jun 2024 18:49:56 GMT

It's very possible that the other conditions are conflicting with the ID condition, but I won't be able to tell without seeing all of them. You should test the query with only a single condition first to ensure it's working, and then build on additional conditions to ensure it keeps working.

With a single condition, try these steps:

If the ID in Epicor is stored as a string, turn off formula mode and use 2112, no quotes
If the ID in Epicor is stored as an integer, turn on formula mode and use 2112, no quotes

Re: Filtering a search to 10 customers using condition formula

Nesh — Fri, 14 Jun 2024 21:26:09 GMT

Thanks Gary for the response!

So my recipe works when I use one customer ID. However, I want to retrieve data from 10 customers. Do I just enter multiple customer ids and use "," to separate each? Like: 2112, 1234, 456, and so forth? That's where I am struggling.

Re: Filtering a search to 10 customers using condition formula

gary1 — Fri, 14 Jun 2024 21:44:40 GMT

I'm not familiar with the platform and its API so I can't say for sure. Is this Epicor or some middleware?

It might take an array like:

[123, 456, 789]

Or a string:

"123, 456, 789"

Or maybe it has built in operators:

"123 OR 456 OR 789"

Another option would be to query each ID individually and combine them into a single array once you have all the results. It's not very efficient, but it will definitely work based on your testing so far.

Re: Filtering a search to 10 customers using condition formula

Nesh — Fri, 14 Jun 2024 22:06:04 GMT

I will try these options with a fresh mind on Monday. Thank you once again for your help!