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Adding Criteria

Criteria are part of the Query definition and are a more concrete way to filter a Query's result set.

Adding Criteria

To add Criteria to a Query built with the Query Designer, open the Query's Edit page, click Criteria in the left panel, click the + icon, and choose Criteria.

The Query editor with the Criteria nav item and the add-criteria + button highlighted
Inserting Criteria.
note

For Native SQL Queries, add selection criteria directly to the SQL statement.

The dropdown next to the green + sets the Boolean logic applied to all the Criteria on the Query. It is Match all of by default, which requires every Criterion to be true for a record to appear in the results. There are four Boolean operators:

InformerDescriptionBoolean
AllReturns records that match all Criteria.AND
AnyReturns records that match any Criteria.OR
None of AllReturns records that do not match every Criterion, but may match some.NOT AND
None of AnyReturns records that do not match any Criteria.NOT OR
The matching-logic dropdown showing All, Any, None of All, and None of Any
Criteria matching options.

After adding Criteria, rearrange them by dragging the label icon to the left of each Criterion. Optimize a Query by placing larger Criteria first.

Removing Criteria

Remove a Criterion by clicking the minus icon to its right. If the Criterion references an Input, a prompt asks whether to delete the associated Input.

A completed criteria row with the remove minus icon highlighted
Removing Criteria.

Criteria options

Every Criterion has six options to configure.

An empty criteria row with Select Field, Enter Value, Logic, and Ignore Case options
Criteria options.
  • Field / Value / User Field: choose whether the Criterion applies to a Field, a literal value, or a User Field. The default is Field.
  • Select Field / Enter Value / Select User Field: choose which Field, value, or User Field the Criterion is compared with. Select Field opens a window to pick a Field from the underlying Dataset; Enter Value opens a window to set specific values; Select User Field lets you choose from the available User Fields.
  • Logic: choose the logic that compares the left and right sides of the Criterion. The available logic depends on the Field type: Date Fields allow "after," "on," and "before," while Text Fields allow "contains," "starts with," and "ends with." The default is "Exactly Matches."
  • Field / Value / Saved List / Variable / Inputs: choose what type of Criterion to apply. For an Input type, create a new Input or use an existing one. See Inputs for more.
  • Enter Value: select which value, Field, or Input to match. Match a Field's value by choosing the Field from the Field Picker. Match a literal value by typing it into the prompt, or match multiple literal values by clicking OR... to create a separate value.
  • Ignore Case: check to ignore capitalization when the two values are compared.
The Literal Values window listing multiple text values with USE BLANK and OR options
The Literal Values window.

The red ! on the right turns into a green checkmark when all required options are filled in and the Criterion is valid. There is no limit to the number of Criteria a Query can have. Click Done to view a sample with the Criteria applied, then Save to save your changes.

Sample options

When no records return while editing a Query, a Sample Settings button appears where the results would be.

The Query editor showing a no-records message with a Sample Settings button and gear icon
The Sample Settings button.

Click the button, or the gear icon at the bottom left of the Query editor, to open the Sample Options window. There are three parameters:

The Sample options dialog with Run a live sample, Include criteria, and Row limit settings
The Sample Options window.
  • Run a live sample: loads live-streamed Query results. If disabled, Informer generates placeholder data for each row based on the column data types. Enabled by default.
  • Include criteria: uses the current Query criteria in the sample. Including criteria can drastically slow the sample in some cases. Enabled by default for its usefulness.
  • Row limit: limits the number of rows returned in the sample. The default is 50. A query limit can supersede this value; the resulting number of rows, before Flow Steps, is the lesser of the two.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Queries.