Data Object Filters

Source: This article refers to Data Object Filters

Note: The Master Data Management and Data Loader are not intended for managing object types managed in an ERP system.

In a Nutshell

One or more filters can be applied and and then saved for supported data objects. These saved filters can then be accessed from the Select Filter dropdown list.

The following filters can be applied to supported data object types:




Business Partners


The following filters are available for business partner records:

Filter Description
Group Used to business partner records by group. When this filter is selected, you can then choose from existing business group categories.
Price List Used to filter business partner records by price list.
Required Skills Used to filter business partner records based on required skills associated with them.
Type Used to filter business partner records by Type.

People


The following filters are available for people records:

Filter Description
Department Used to filter peope records by department.
Exernal Resource Used to filter people records based on whther or not they are an external resource (i.e. outside contractor, etc).
Manager Used to filter people records based on their assigned manager.
Plannable Resource Used to filter people records based on whether or not they are a plannable resource and can be assigned to service calls and/or activities.
Skill Used to filter people records based on the selected skill.
Territory Used to filter people records based on their assigned territory.

Equipment


The following filters are available for equipment records:

Filter Description
Business Partner Used to filter equipment records based on their business partner association (i.e. the customer that owns the equipment).
Contact Used to filter equipment records based on the contact associated with them.
Item Used to filter equioment records based on the item/s associated with them (for example, a toner cartridge could be associated with a printer equipment record).
Parent Used to filter out equipment records based on whether or not they are the parent equipment (i.e. the primary euipment with which secondary equipment could be associated, like a car and its engine).
Required Skills Used to filter equipment records based on a required skill that has been associated with the record/s.
Type Used to filter equipment based on their type.

Items


The following filters are available for items records:

Filter Description
Batch-managed Item Used to filter items that are managed by batch number.
Business Partner Used to filter items based on their busines partner association.
Group Used to filter records by group.
Inventory Item? Used to filter items that are inventory based.
Purchase Item? Used to filter items that are purchased.
Required Skill Used to filter items that are associated with a specific skill.
Sales Item? Used to filter items items that are sales items.
Serial No. Item? Used to filter items that are managed by serial number.
Type Used to filter items based on their type.

Advanced Filters

Advanced filters consist of the same field types available in standard filters, but with additional conditions and clauses.



When creating a new filter, you will enter the following information:

Field Description
Variable Required. Here, you will select the supported field type you wish to use as a filter.
Condition Required. Here you will select the operator you wish to use for the filter.
Value Required. Here you will enter the value which corresponds to the variable.
Apply By selecting this option, the technician filter will be applied.

Operators

When selecting conditions, you can also select the logic you would like to apply, including:

Operator Description
Is By selecting, the application will filter using exact match logic.
Contains By selecting, the application will filter using “contains” logic to filter applicable records.
Does Not Contain By selecting, the application will filter out any records that contain the condition.
Starts With By selecting, the application will use “start with” logic to filter applicable records.
Ends With By selecting, the application will use “ends with” logic to filter applicable records.
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