DataMesh - Can I sync based on a Match AND where it meets a certain criteria?

Mike Rini

Hi All -

I'm working on a DataMesh sync, and wondering - is there a way to control the sync based on a certain value from another field? In other words, if I'm matching on a Unique ID, but ONLY want to sync based on if the Status from the origin sheet is "Complete", can I do that?

Kelly Moore

Hey @Mike Rini

DataMesh (and practically all of the premier apps) can use a Report instead of a sheet as it's source. (I always use a report with any of the premier apps, regardless if I need filtering, as it allows me to change sources in the Premier app without rebuilding the workflow). Build a report that filters your Complete Status, then use that as the source. Be sure to include all the columns in the report that you need with the update.

Will that work for you?

Kelly

Kelly Moore

Hey @Mike Rini

DataMesh (and practically all of the premier apps) can use a Report instead of a sheet as it's source. (I always use a report with any of the premier apps, regardless if I need filtering, as it allows me to change sources in the Premier app without rebuilding the workflow). Build a report that filters your Complete Status, then use that as the source. Be sure to include all the columns in the report that you need with the update.

Will that work for you?

Kelly

Mike Rini

@Kelly Moore Yeah, I think that'll work perfect! I've only used DataMesh a handful of times, but I never knew it could work off of a report. That's great!!