Identity filters let you control exactly which customers, vendors, or contacts are processed when the system performs automatic CPR or CVR lookups. Each of the four trigger fields on the Identity Integration Setup page — Update on Change, Update on Document Creation, Update on Reminder Creation, and Auto Accept Updates — has its own set of filters, configured separately for CPR and CVR.
The number shown on each of these fields indicates how many filter lines are defined for that area. Choose the number to open the Identity Filter Setups page and manage the filters.
Important
If no filter lines are defined for an area, no automatic lookups are performed for that area. You must add at least one filter line to activate automatic lookups.
Filter areas
Filters are organized into four areas that correspond to the four trigger scenarios:
| Area | When it applies |
|---|---|
| Update On Creation | A CPR or CVR number is entered or changed on a customer, vendor, or contact record. This area corresponds to the Update on Change field on the setup page. |
| Update On Document Creation | A new sales or purchase document is created for a customer or vendor. The system checks whether the record's CPR/CVR data needs refreshing. |
| Update On Reminder Creation | A new reminder is created for a customer. The system checks whether the customer's CPR/CVR data needs refreshing. |
| Auto Update | Determines whether changes retrieved from the register are applied directly to the record. Records matching a filter in this area have changes applied automatically. Records that do not match are sent to the Identity Change Journal for manual review. |
Filter fields
Each filter line on the Identity Filter Setups page has the following fields:
| Field | Description |
|---|---|
| Table No. | The table to filter. Choose from Customer (18), Vendor (23), or Contact (5050). |
| Table Name | Displays the name of the selected table (read-only). |
| Filter | A table filter expression that defines which records are matched. Choose the assist button (...) to open the filter dialog, where you can set conditions on any field in the table. Leave blank to match all records in the table. |
| Include | When turned on (default), records matching this filter are included. When turned off, records matching this filter are excluded. |
To set up identity filters
- Choose the Search icon, enter Identity Integration Setup, then choose the related link.
- Choose the number next to one of the trigger fields (for example, Update on Change under the CPR or CVR group).
- On the Identity Filter Setups page, choose New to add a filter line.
- In the Table No. field, enter the table number for the entity you want to filter. For example, enter 18 for Customer, 23 for Vendor, or 5050 for Contact.
- In the Filter field, choose the assist button (...) to open the filter dialog. Set the conditions that determine which records should be included. For example, you might filter customers by Country/Region Code = DK.
- Leave the Include field turned on to include matching records, or turn it off to exclude them.
- Repeat for each table and condition you need.
Tip
You can add multiple filter lines for the same area. A record is included if it matches any of the include-filter lines. To include all records in a table, add a filter line with a blank Filter field.
Example
To automatically fetch CPR data only for Danish customers when a Social Security Number is entered:
- On the Identity Integration Setup page, choose the number next to Update on Change in the CPR group.
- On the Identity Filter Setups page, add a line with Table No. = 18 (Customer), set the Filter to Country/Region Code = DK, and leave Include turned on.
With this setup, only customers with country code DK trigger a CPR lookup when their Social Security Number changes. Customers in other countries are not affected.
To also auto-accept changes for these customers without manual review, set up a matching filter under the Auto Accept Updates field in the CPR group.