Create a Dynamic Custom Property

Fairways Debt enables you to add as many fields as required, in addition to the standard fields. Dynamic custom properties automatically compute values based on your rules. It means if a transaction detail matches a rule of the dynamic property, then the relevant value according to the rule displays in the transaction profile.

Custom properties display as a:

  • Field in the transaction profile
  • Option to sort in the portfolio
  • Criterion of the portfolio filter
  • Column of the report
  • Analysis axis

Custom properties are a very powerful feature that enables you to search, classify and analyze transactions using your own specific criteria.

Note: Only account administrators can manage custom properties.

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/login.
  2. Select a customer account.
  3. Click Account AdministrationIcon_AccountAdministration.png in the application menu.
Create a Dynamic Custom Property
  1. Navigate to Account > Account Configuration.
  2. Click Add Dynamic Custom Property.

AccountAdministration_DynamicCustomProperty_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field Comments
Code

Property code.

Note: Once created, the code cannot be edited.

Name Property name.
Possible Values

List of values to match the rules.

  1. Click OK to create the dynamic property.

DynamicCustomProperty_Create_EN.png

The new dynamic custom property displays in the list. When we entered the values, we decided to order our labels using numbers: 1, 2 and 3. The labels display in that order:

  1. Eastern Asia
  2. South-East Asia
  3. Scandinavia

DynamicCustomProperty_Created_EN.png

  1. Click Edit to open the profile of the dynamic custom property.

DynamicCustomProperty_Edit_EN.png

  1. Click Add Rule to define a rule to match a value.

DynamicCustomProperty_EN.png

  1. Select a value.
  2. Define the criteria matching that value.
  3. Click OK to create the rule.

DynamicCustomProperty_Rule_Create_EN.png

The new rule displays in the list.

DynamicCustomProperty_Rule_Created_EN.png

Note: You should create at least as many rules as existing values. For example, if you create 3 values, you should create at least 3 rules, with 1 rule for each value.

If the Auto Custom Attributes setting is enabled for the account, and if a detail of the transaction matches a rule of the dynamic custom property, the matching value displays. If the Auto Custom Attributes setting is disabled for the account, you are required to manually enable the custom property for each organization.

DynamicCustomProperty_Transaction_EN.png

 

Possible Values
Field Description
Value

Label order in the Possible Values list of the dynamic property.

Notes:

  • The value must be unique in the property.
  • Once created, the value cannot be edited.
Label Value name, displays in the transaction details.

 

Configure Filter Criteria
 Field Description 
And/Or

Relationship between criteria:

  • And: Criteria are cumulative, the filtered list only displays items matching all criteria.
  • Or: The filtered list displays items matching at least one of the criteria.
Item Filter criteria type.
Operator

Defines how items and values match.

Value Defines what matches or does not match the filter criteria.

Filter_Criteria_EN.png

 

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.

 

 

What's Next?

 

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