Specifying Search Criteria

The next step is to specify the general search criteria for the export. The export will contain only the information in the Select Files that meets the search criteria.

To specify search criteria

1.  Select Utilities > Data Transport Utilities > Export Utility.

2.  Click Edit Search Criteria to open the Select Search Instructions window.

3.  Click New to open the Search Instructions window.

4.  Enter the Search Name.

5.  (Optional) Select the Mode. This option allows you to export only the files/fields that meet defined criteria (Comparison, Calculation, AND, OR).

Note: If the Comparison Value is a field value, enter an asterisk (*) before the field name.

6.  Click OK twice to save and return to the Export Utility window.

Tip: You can specify search criteria from a record in a file that is not one of the three Select Files or from another record within a Select File. If you are pulling information from a file other than a Select File, you must relate the file to one of the Select Files in the search criteria.

You can use SQL statements to specify the Comparison Value. For example, if Name is a Select File and you want to bring in the Home Address record, enter Name_Address.ID to search for a specific address. For the Comparison File/Field and enter *[ASISql(Name.ID)] for the Comparison Value, as shown in the following example.