Configuring a UDF: filters, grouping and endpoint details
Summary The Query Builder tab of a UDF lets you narrow its data with WHERE rules, group it, and use advanced settings such as transposing the result. The Endpoint tab holds the UDF's label, category…
Summary The Query Builder tab of a UDF lets you narrow its data with WHERE rules, group it, and use advanced settings such as transposing the result. The Endpoint tab holds the UDF's label, category and description.
Steps
Step 1
Open your UDF with 🚀 Edit Endpoint and click the Query Builder tab.
Step 2
Under WHERE Clause, the Query Preview shows the filters applied so far ("No filters applied" to begin with).
Step 3
Click Add Rule (or Add First Rule) to add a condition: choose a field, an operator and a value.
Step 4
Click Add Section to group conditions. Each group matches either all of its conditions (AND) or any of them (OR).
Step 5
Under Group By, choose up to two levels of grouping.
Step 6
Under Advance Settings you can transpose the result. Form Responses UDFs have more: Big Data Mode, Filter Scope and Only Latest Response Per Contact.
Step 7
On the Endpoint tab, you can change the Display Label, Category and Description, then click Save Changes.
Step 8
Click Apply to Data to save the query changes and see the result.
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