1. SuiteCloud Platform
  2. Customization
  3. Custom Segments
  4. Custom Segment Creation
  5. Filtering for a Custom Segment
  6. Setting Up Filtering for a Custom Segment
  7. Setting the Segment’s Filtered by Field

Setting the Segment’s Filtered by Field

To enable filtering, you edit the Filtered by field of the segment whose values are being filtered. For example, if you had a Profit Center segment whose available values depend on the selection made in the Location field, you edit the Profit Center segment. No changes are required to the other classification field (in this case, the Location field).

Note:

Custom segments don't support filtering for revenue arrangements and revenue recognition journal entries. For more information, see Filtering for a Custom Segment.

To configure the segment’s Filtered by field:

  1. Edit the custom segment you want to filter.

  2. In the Filtered by field, select all the classifications to use for filtering. (In the preceding example, you select Location.) To select more than one value, hold down the Ctrl key.

    Notes:

    • In some cases, you may want to select another custom segment in the Filtered by list, but that segment isn't listed. In these cases, the problem may be that the other segment already has a filtering relationship with the segment you're editing. To find out, go to the other segment definition, and view the Dependent Segments subtab. This subtab lists all the segments that currently filter by the segment you're viewing.

    • Custom records don’t have Class, Department, Location, or Subsidiary standard fields. Therefore, if you apply a custom segment to any custom record or custom segment (on the Application & Sourcing subtab), you can’t filter the custom segment values using those fields. You can, however, apply custom segments to custom record types, custom segments, and standard records, even when filtering by classification is selected. If you apply a custom segment to a custom record type and select a standard record type that supports standard classification filtering, the classification filtering options will be applied only to the standard record type. Consequently, selected filtering options to other custom segments that are applied on the currently configured segment will be applied to the custom record type. For more information, see Filtering Segments by Class, Department, Location, or Subsidiary.

  3. Click Save.

Related Topics

General Notices