Using Custom Filters in Enterprise

How to: Use customer filters in Comsense.

Environment: Comsense Enterprise

In this article:

Understanding Custom Filters

Some Enterprise windows with the Filter feature include the option to create custom filters. The custom filter functions in the same way in each window. Custom filters include the options to:

  • Filter based on all conditions or any
  • Include multiple conditions

Filter Based on Field

All

Filter based on all is the default selection when creating a new filter. Filter based on all means every condition must apply to a line item for the line item to display on the filtered list.

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Custom Filter window; shows Filter based on All example.
Image 1: Filter Based On All

Any

Filter based on any means one of the conditions must apply to a line item for the line item to display on the filter list.

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Custom Filter window; shows Filter based on Any example.
Image 2: Filter Based On Any

Filter Condition(s)

A filter condition is made up of a parameter (e.g. < less than) and a value (e.g. exact date, number, status, etc.). The Parameter field is in the middle and the Value field is the right-hand side.

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Custom Filter window; shows the location of the Parameter and Value field.
Image 3: Parameter & Value Field Location

You can add as many conditions as you need by Clicking the Add button. 

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Custom Filter window; shows the location of the Add button.
Image 4: Add Button

Parameter Field

The condition parameter options include:

  • Equals
  • Does not equal
  • Less than
  • Less than or equal to
  • Great than
  • Greater than or equal to
  • Like
  • Matches regular expression
  • Starts with
  • Contains
  • Ends with
  • Does not start with
  • Does not contain
  • Does not end with
  • Does not match
  • Not like
  • In
  • Not in

 

 

 

 

Value Field

The value field can only populate once you select the parameter. The value field populates a drop-down list to select the value. 

Creating a Custom Filter

In the filter field:

  1. Click the Down Arrow
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Order Management window; shows the down arrow in the Status filter field.
Image 5: Down Arrow
  1. Click Custom
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Order Management window; shows the drop-down list in the filter field.
Image 6: Custom Filter

In the Customer Filter window:

  1. Select the Filter based on
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Custom Filter window; shows the Filter based on drop-down list.
Image 7: Filter Based On Drop-Down List
  1. Select the parameter
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Custom Filter window; shows the Parameter field drop-down list.
Image 8: Parameter Drop-Down List
  1. Select the value
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Custom Filter window; shows a the Open status in the value field.
Image 9: Selected Value
  1. Add any other conditions using steps 3-4
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Custom Filter window; shows an example of a second filter condition.
Image 10: Second Condition Example
  1. Click OK

You now have a customer filter.

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