Change Filter Method

Explanation

Use this activity to change the filter method on the Synchronization Rules page. When you select Synchronization Rule(s), the Edit Sync Rule button becomes enabled. Click this button on the Synchronization Rules page to open a dialog box, where you can adjust the method filter settings under Permission Set Filter Data.

You can set the filter method to Exclude or Include. This choice decides how permission set filters combine with the default where condition.

By default, the filter method is set to Exclude, combining the default where condition and the permission set filters with an AND, effectively restricting the dataset. If you select Include, it combines the default where condition and the permission set filter with an OR, effectively expanding the dataset.


Refer to the technical documentation for further details:
Synchronization Rules

Prerequisites

N/A

System Effects

As a result of this activity, you can expand the filtering of the dataset by using Include and restrict the filtering of the dataset by using Exclude.