NetLease Manage Custom Filters
Overview
NetLease can manifest custom filters used for commencing or mass lease processing. The following pages support custom filters:
STEP BY STEP PROCESS
Navigate to NetLease > NetLease Setup > Manage Custom Filters > New
Enter the field information to define the filter to add to the desired page (suitelet):
Field | Description |
| Name | Input a unique name for the custom filter. |
| Suitelet | Input the suitelet to apply the custom filter to. |
| Suitelet Deployment | Optionally input the specific deployment of the suitelet to apply the custom filter to. Only relevant when the suitelet has multiple deployments and the filter should only display on a subset of those deployments. |
| Label | Input the name to use for the custom filter field. |
| Field Type | Input the type of field the custom filter will be. |
| Source (List/Record ID) | Input the field source list if the field type is select (prefix should be “customrecord_” or “customlist_” for a Custom Record or Custom List). Only relevant if the Field Type is "List/Record". |
| Default Value | Optionally set a default value for the filter. |
| Mandatory | Check this box to indicate that the custom filter is mandatory to apply prior to submitting the job. |
| Help Text | Input help text that should appear when a user clicks on the custom filter field. |
| Field ID | Input the internal ID of the field the custom filter should be used to filter on (e.g. custcol_secondary_location, line.cseg1, customrecord_cseg1, custrecord_laa_ls_type). |
| Operator | Input the operator used to apply the custom filter. |
| Join ID | Input the internal ID of the field the custom filter should join on. |
| Report Type | Optionally input the type of report you would like the custom filter to apply to when creating a filter on the NetLease - Report SL Suitelet. |
| Report | Optionally select the specific reports you would like the custom filter to apply to. Note that custom filters will only apply on Netgain Scripted Reports. |
The custom filter will appear in a separate “Custom Filters” field group and will be applied upon clicking the “Filter Results” button just like the native filters
Step-by-Step Process - Scripted Reports
1. Navigate to the Custom Filters Page
- Go to NetLease > NetLease Setup > Manage Custom Filters
- Click New NetLease Custom Filter to create a new filter
2. Configure the Custom Filter
- Filter Name: Enter a name for the custom filter
- Suitelet: Set this to "N
etLease - Report SL" - Suitelet Deployments: Select "All"
- Label: Define the label that will be displayed on reports
- Field Type: Choose the appropriate field type:
- For custom segments or list-record fields, set this to list-record and provide the record ID in the source field
3. Define the Lease Record Field
- Field ID: Enter the field ID from the NetLease Lease Record.
- Operator: Select "Any of"
4. Apply Filters to Specific Reports (Optional)
- If the filter should apply only to certain reports, specify the report type:
- GL Reports
- Subledger Reports
- Specific individual reports within a report type
To apply the filter to all reports, leave this section blank.
5. Save and Verify
- Click Save to activate the filter.
- The filter will now appear under the Custom Filters section on the desired Scripted Reports.