Fairways Debt enables you to create filters to refine item lists. Filters can be applied at three levels:
- Personal: The filters you create are only visible to yourself, i.e. your filters.
- Organization: The filters created are visible to all users of that organization. Only administrator users are able to create organization filters.
- Common: Similar to organization filters, but implemented by developers, and therefore not editable by any users.
Navigate to the Account Administration
- Log in to your Fairways Debt account.
- Select a customer account.
- Click Account Administration
in the application menu.
Create an Organization Filter
- Navigate to Administration > Organization Settings.
- Click Create Filter.
- Complete the form with all relevant details.
Note: Fields marked with an asterisk * are mandatory.
| Field | Description |
|---|---|
| Name | Filter name. |
| Description | Additional details about the filter. |
| Criteria | Configure filter criteria, min. 1 and max. 5. |
- Click OK to confirm.
The new filter displays in the Filters list in the Organization Settings section...
... in the Portfolio Filters list...
... and in the Organization Filters section.
Configure Filter Criteria
| Field | Description |
|---|---|
| And/Or |
Relationship between criteria:
|
| Item | Filter criteria type. |
| Operator |
Defines how items and values match. |
| Value | Defines what matches or does not match the filter criteria. |
Operator
| Field | Description |
|---|---|
| contains | The item must include the custom string entered. |
| does not contain | The item must not include the custom string entered. |
| name contains | The item name must include the custom string entered. |
| name does not contain | The item name must not include the custom string entered. |
| is | The item must match the custom string entered. |
| is in | The item must match at least one of the selected generic values. |
| is not in | The item must not match any of the selected generic values. |
| currency is | The item must match at least one of the selected currencies. |
| currency is not | The item must not match any of the selected currencies. |
| is lower than or equal to | The item must be lower than or equal to the entered decimal value, e.g. lower than or equal to 1000. |
| is greater than or equal to | The item must be greater than or equal to the entered decimal value, e.g. greater than or equal to 1000. |
| is lower than or equal to (%) | The item must be lower than or equal to the entered percentage value, e.g. lower than or equal to 10%. |
| is greater than or equal to (%) | The item must be greater than or equal to the entered percentage value, e.g. greater than or equal to 10%. |
| between | The item must occur during the selected period, e.g. between 01/01/2018 and 31/12/2018. |
| is earlier than (date) | The item must occur earlier than the selected date, e.g. earlier than 31/12/2018. |
| is later than (date) | The item must occur later than the selected date, e.g. later than 01/01/2018. |
| is earlier than (reference) | The item must occur earlier than the selected time value, e.g. earlier than today. |
| is later than (reference) | The item must occur later than the selected time value, e.g. later than today. |
| is in last | The item must occur during the last selected time period, e.g. last month. |
| is in next | The item must occur during the next selected time period, e.g. next month. |