NetAsset - Manage Custom Filters
Overview
NetAsset allows users to define custom filters that can be applied to mass asset processing pages and Netgain scripted reports. These filters enhance data processing and reporting by allowing more precise filtering based on custom fields. This article will first walkthrough how to setup a custom filter on any mass asset processing page, then how to setup a custom filter on a scripted report.
Step-by-Step Process - Mass Asset Processing
- 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 relevant 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. |
| Report Type | Optionally input the type of report you would like the custom filter to apply to when creating a filter on the NetAsset - 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. |
| Table | Optionally select the table the custom field is sourced from. |
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.
Step-by-Step Process - Scripted Reports
1. Navigate to the Custom Filters Page
- Go to NetAsset > NetAsset Setup > Manage Custom Filters
- Click New NetAsset 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
etAsset - 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 Asset Record Field
- Field ID: Enter the field ID from the NetAsset Asset 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.