Introduction
This document describes how to configure a Data Filter Table in the Tenant Admin Portal. A Data Filter Table allows admin to define rule-based conditions that evaluate source data and automatically assign users to specific Connections and Groups during Advanced User Sync.
Prerequisites
You must have admin access to the Tenant Admin Portal.
Data Mapper Table for Data Filter must be created. To create refer, Tenant Admin Portal - How to Create Data Mapper Table for Data Filter Inbound | Oloid Help Center
Steps to Configure Data Filter Table
Log in to Tenant Admin Portal.
Go to Agents tab > click Data Tables.
The Data Tables page is displayed.
Click preferred data filter table.
The data filter table details page is displayed.
Do the following:
After saving your changes, the Data Mapper Table for Data Filter Inbound is configured successfully.
Configure Details Tab
This tab is used to view and edit basic information about the data mapper table.
Do the following:
Update the Table Name (Optional).
Enter Description (Optional).
Click Save.
The details tab is configured successfully.
Setup Configure Tab
The Configure tab is used to map source fields to Oloid fields and define rule-based assignments for connections or groups during Advanced User Sync.
Do the following:
Click +Add Field.
Under the source field section, configure the following:
Source is: Select or enter the source attribute to evaluate. To add a source attribute, click the + icon, enter the required attribute name, and then press Enter.
Value is: Select or enter the value to match. To add a value, click the + icon, enter the required value, and then press Enter.
Note:
For the Value is field, either select Any Value to match all values, or select Custom and enter the specific value to be matched.
Click And button to add multiple source fields.
Under the destination section, configure the following:
To Connection: Select the connection to assign when the rule condition is met.
Group (optional): Select a group to assign within the selected connection, if required.
Note: Use the + icon next to a field to add additional conditions or values to the rule.
Click Save.
The configure tab is setup successfully.
Keywords
| Data Filter Table | Configure Data Filter Table | Data Mapper Table |