Applications: CardExchange Producer®, and CardExchange Press®

Overview

Poducer® and Press® are capable of connecting to CardExchange Cloud backends as a data source. Filtering records is a powerful way of ensuring only cardholders that meet certain conditions printed. Producer and Press can serve as the final filter for this.

A filter commonly requested is one based on the cardholder’s Photo, and if it exists. This filter is useful for preventing cardholder records without photos from being printed and updated.

This type of filter is supported, but only after an application client configuration change. Below are the steps to do so.

Configuration

Please close the software before making any configuration file changes and prevent further issues.

Config Tool

• Open the Producer or Press client configuration tool and config file to enable the FilterOnServer option:

Open

CardExchange Producer Config example “CardExchange.Gateway.exe.config"

Open

CardExchange Press Config example "CardExchange.Press.exe.config"

• Set the ‘ControllerCMSFilterOnServer’ option to True, then set the ‘ControllerCMSFilterOnClient’ option to False

• Use the Save button in the top left corner to save changes, the close the configuration application.

Producer and Press

• Open the application, and start creating a new filter where the Photo field can be filtered against like so:

• Create any level filter, the example uses a Level 2 filter

• Add two conditions to the filter:

  • Photo <> NULL

  • Status = InProduction

  • Optional: Toggle the ‘Ask for condition when activated’ option

• Click OK to save the filter and refresh the data list

The photo filter requires ‘=' or '<>’ as the operator and ‘null’ as value.