Filter out incoming data

Filter Rules allow you to control data that districts share with your application. Using them reduces the number of records that your application needs to process and decreases the processing time. To apply filter rules for your application, you should send a data sharing request to a district with the specified filtering requirements.

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Tip

To simplify the filtering process, use ready-made filters. These filters include additional attributes for more accurate filtering.

Overview

Filter rules are applied on the district side. If the filter rules set by the district do not meet your requirements, you can request them to apply more suitable conditions for your needs. Once a district approves this request, filtering will be applied.

Filter Rules allow permissive access. This means that all data that meet the specified conditions will be shared. For example, you can add a filter to process only classes containing certain data values. Classes with other values will be skipped.

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Note

You cannot configure filters to exclude data.

Add a new filter rule

To request new filtering for a district, do the following:

1. From the Home page, select a district you want to apply filtering.
2. On the district dashboard:
   • Go to the Overview and click Request Changes.
   • Go to the Filter Rules and click Request New Filter Rule.
3. Scroll to the Filters section and select an entity you want to apply the filter rule.
   
4. Choose a predefined filter or create a custom one.
5. Choose an attribute and its condition, and then enter a value for the attribute.
   
6. (If ready-made filter chosen) From the Include Linked, select entities that will be filtered along with the entity for which the filtering rule is configured. For ready-made filters, this field is preconfigured.
7. (Optional) Click Add Filter to set multiple conditions for a filter. These conditions are AND conditions.
8. Click Done.
9. (Optional) Click Add Filter Rule to set multiple filter rules. These conditions are OR conditions.
10. Click Request Changes > Send Request.

Once a district approves a request with the filter, the filter rule applies to the data sharing. The applied filters will be displayed in the Filter Rules tab on the app dashboard.

Edit or remove filter rule

If you can’t find specific data in a Data Browsing, it may be excluded by a filter rule. In such cases, please reach out to [email protected] to request a modification to the filtering.