# Column Expression Filter Rule

A Column Expression Filter Rule is a rich graphical tool for specifying the conditions under which a record should be added to a CopyStorm snapshot. The interface is patterned after the Salesforce Report Writer expression builder and should feel familiar to most users.

The first step, after selecting the Column Expression option from the Filter Rule Type pull-down, is to launch the column expression filter editor.

![](/files/PzQMug1tdOMRj4EPAY3j)

Clicking on the *Edit Column Expression Filter* button will launch the editor.

![](/files/Mvk0Yfj0KGHagZhx8omL)

The following example creates a filter that finds records where:

* the Name field contains “Louis”

The screen image shows the dialog after the *Refresh Preview* button has been clicked. Notice that the searched database has multiple accounts with the similar names that matched the filter.

![](/files/yHJOxCl6lWJEBU3bL0d2)

After saving changes and returning to the policy editor, a summary of the filter will be shown. To change the filter simply click on the *Edit Column Expression Rule* again.

![](/files/uNNsbYA1DHMiwKyn1am4)

## Common Issues

### Issue 1: Very few columns are available for selection

The list of available columns is determined as the intersection of all columns from table names matched by the policy’s *Include Tables* list. If you see a single column named *Id* then the policy is including all tables in Salesforce and the only common column name is *Id*. To increase the number of available columns return to the policy editor page and adjust the list of included tables.

### Issue 2: No Records appear when I click the *Refresh Preview* button.

This issue only occurs when there are no matching records in the CopyStorm database in any of the selected tables. The solution is to modify the query.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.capstorm.com/reference/archive-tab/archive-policy-editor/policy-filter-rules/column-expression-filter-rule.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
