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 Filters for Each of the Segment’s Values

Setting Filters for Each of the Segment’s Values

After the segment’s Filtered by field has been configured, you must edit each of the segment’s values. (In the example from the beginning of this topic, you edit the Profit Center segment’s values.) If you fail to edit any value, that value will never be available for users to select. You can use either of the following approaches to edit the values:

Important:

Make sure you edit every value, if you want every value to be available under some circumstance. If you do not set the filtering conditions for a value, that value is never displayed in the segment’s list.

Note:

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

Editing Values Within the Segment Definition

If you have permission to edit the segment definition, you can set filters for each value by editing the Values sublist.

To edit values within the segment definition:

  1. Edit the custom segment for which you want to add filtering.

  2. In the Values sublist, edit each value as follows:

    1. For the value that you want to configure, click anywhere in that row to enable a series of buttons.

    2. Click Set Filters to display a popup window. The popup window includes a Filter list. Its value is the field selected in the segment’s Filtered by field. Directly below the list is a list of that field’s values.

    3. In the popup window, select the values of the Filter field that permit this value to be displayed as an option. For example, suppose you are editing the Book value of the Profit Center segment. If you want this value to be available only when the North America location is selected, select North America. To select more than one value, hold down the Ctrl key.

      Sample Set Custom Segment filtering setup.

    4. If the segment’s Filtered by field includes more than one selection, use the Filter list to select another classification and set its values.

    5. When you have made selections for all of the fields listed in the Filter list, click Set.

      Important:

      You must set values for all of the fields available in the Filter list, or the value is never available to users.

    6. Click OK.

  3. If there are other values that should be available, and do not have filters set, repeat the preceding editing steps for that value.

  4. Click Save on the segment definition.

Editing Each Value Directly

If you do not have permission to edit the segment definition, but you do have permission to edit its values, use the following procedure.

To edit each value directly:

  1. If it is not already open, open the value for editing. For more information, see Editing a Custom Segment’s Values by Clicking Manage Values.

  2. Locate the Filter by [Classification Field] field, where [Classification Field] is the field selected in the segment’s Filtered by field. This list includes all possible values of the field by which you are filtering.

  3. Select the values of the classification field that should permit the user to select the value that you are editing. For example, suppose you are editing the Book value of the Profit Center segment. If you want this value to be available only when the North America location is selected, select North America. To select more than one value, hold down the Ctrl key.

    Segment Filter By example.

  4. If the page includes additional fields labeled Filtered by [Classification Field], make selections in each of these fields.

    Important:

    You must set values for all of the Filtered by fields, or the value you are editing is never available to users.

  5. Click Save.

Related Topics

General Notices