NetAsset - Manage Custom Filters
NetAsset can manifest custom filters to be used on mass asset processing.
STEP BY STEP PROCESS
Navigate to NetAsset > NetAsset Setup > Manage Custom Filters > New
Enter the field information to define the filter to add to the desired page (suitelet):
Fields | 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 relevent if the Field Type is "List/Record". |
Default Value | 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). |
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. |
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
When creating a custom filter for a custom segment on any asset creation pages, the field ID must start with "line." followed by the ID of the custom segment. For example, if my custom segment ID was cseg_portfolio, I would put "line.cseg_portfolio" into the field ID field as shown below.