Skip to content

Default Filters

Default filters are constraints applied automatically to every query run against a source. You can override or remove these filters at the query level if you want to.

When to use default filters

  • Excluding test or archived records: filter out rows where status = 'test' or is_deleted = true
  • Scoping to a business unit: restrict a shared database to the relevant subset

Configuring a filter

Open the Settings section at the top of any source page. Click + Filter to add a filter row.

Source settings section showing a default filter row with table, column, operator, and value fields

Each filter row specifies:

Field Description
Table Which table the filter applies to
Column Which column to filter on
Operator equals, contains, greater than, less than, is set, is not set
Value A static value, or a dynamic variable in {variable_name} syntax

Click Save after making changes. Filters take effect immediately for new document generations.

Dynamic filter variables

Filter values can reference document parameters using {variable_name} syntax. Setting a filter value to {client_name} on a client_name column ensures queries automatically scope to the relevant client's data when that parameter is passed to the document.