Subset by List

Subset by List is defined based on a data source. The data source defines a list of record attribute. The records are selected by matching the record attributes. The record attribute match is exact and case sensitive.

The subset is evaluated when defined. That is, the records matching the list are selected and saved as results. Once the results are saved, the data source is not used any more to evaluate the results.

For example, if a data source RecordList1 has an attribute ItemId associated with a column text file with an Item ID list then:

  • In the Subset Rule, choose a List - the RecordList1 data source - to refer to the data source attribute ItemId. The record selected is evaluated when subset is defined. The results are not re-evaluated when subset is used except that any deleted records may be removed from the subset.
  • Choose the repository attribute record Id. The rule then matches the record IDs in the data source with those of the repository resulting with a set of matching records.