Kofax Insight Studio > Records > Create records > Additional record configurations

Additional record configurations

This topic gives you information about:

Record filters

A filter is used to set constraints on dates and other data. Any filters defined here are converted to a WHERE clause that is added to the end of the auto-generated SQL query for the record. A default time filter is automatically defined based on the record time. The Time Filter is intended to allow you to retrieve just new records when they are first generated, or existing records after they have been modified.

Click the Filters tab any time to view or edit a filter.

You can edit the Time Filter to filter records based on criteria other than the time field used for Record Time. For example, you can filter based on the last time the data was updated, or on a weekly or monthly basis regardless of the data or how it has changed. You can leave a filter blank to return all of the records in the table each time.

To edit a filter, double-click the filter name and click Edit expression.

SQL queries for record

You can review and modify the SQL statement to be executed when loading the record.

Click the SQL tab any time to view or edit the SQL statement.

Fields from the Mapping go into the SELECT portion of the SQL statement and the Filter Conditions go to the WHERE portion.

You can include your own SQL statement without giving up the auto-generated SQL statement. One way to do this is to create a derived field whose value is the SQL that when executed, will generate the value of the field. This result would be entered directly as the value of the field.

Important No users should manually edit the SQL queries unless they have knowledge and understanding of SQL.

We highly recommend that users avoid editing the SQL query if at all possible. Once the SQL statement is changed, the user is responsible for keeping up with any updates that are necessary for the records to be generated and populated correctly.

Modify the auto-generated SQL

On the SQL tab, select the Use custom query check box to make the SQL window editable. After making changes, save them.

You can return to the auto-defined SQL by clicking the Generate button. Before proceeding, clear the Use custom query check box and click Save.

Configuration testing

We recommend that you execute a test of the record before publishing the solution. Insight provides a testing tool to ensure the database connection is valid and to verify that queries can be executed to generate the records.

  1. In the Record Editor, click the Test tab.

  2. Select a valid time interval.

  3. Click Test or Advanced test.

  4. Click the Show/Hide results button to see the actual records created by Studio to ensure the correct data from the database is mapped to the correct record field.

Customize index handling

By default, for the data load of records, Insight disables clustered and non-clustered indexes before loading data. After the data load is complete, Insight rebuilds these indexes. In some cases, the process of rebuilding indexes may take a significant amount of time, and you can use the Rebuild Indexes option to disable it.

To use this option, on the Property Panel for the required record, find the Rebuild Indexes option and clear the check box.