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# Adding a Filter Data Task Step

To add a new Filter Data step to an existing task, do the following:

1. Open the relevant task (for creating new tasks, see Creating a New Task).
2. Either:

|  | Click and drag the Filter Data icon from the Task Browser to the task Design area.

|  | Click on the Environment tab in the Task Browser. Right-click on Steps and select New > General > Filter Data.

|  | From the task's Design tab, right-click on empty space and select New > General > Filter Data.

3. Enter a Name and Description for the step.
4. Select an Input Recordset from the drop-down list.
5. Select the Main tab.
6. Click Add to add a filter. The Choose Filter Provider dialog box is displayed.

To create a new Repository Filter:

1. Select Repository Filter and click OK.

   The General tab of the Repository Filter dialog box is displayed.

2. Enter a Name and Description for the new filter.
3. Click Browse.

   The Select Repository dialog box is displayed.

4. Click the required Repository; typically, the one displayed under the This Task node, and click OK.

   The Repository field in the General tab displays the selected Repository name.

5. Select the Mapping tab.

   All columns available in the selected Repository are displayed in a table. Assign recordset columns against the Repository columns and parameters as required.

6. Click on the Processing and Purging tabs in turn and select the options required.
7. Click OK to close the Repository Filter dialog box.

To create a new VB Script Filter:

1. Select Visual Basic Filter and click OK.
2. The General tab of the Visual Basic Filter dialog box is displayed.
3. Enter a Name and Description for the new filter.
4. Select the Script tab and enter the required script into the Script text box.
5. Click Test to check the script syntax.
6. Click OK to close the Visual Basic Filter dialog box.

1. Click the Options tab and select the required error options.
2. Click OK to save the new step and close the dialog box. An icon for the step is displayed on the Task Plan.

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