NetLoan - Custom Filters
Overview
NetLoan can manifest custom filters used for commencing or mass lease processing. The following pages support custom filters:
STEP BY STEP PROCESS
Navigate to NetLoan > NetLoan 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 relevent if the Field Type is "List/Record". |
| Help Text | Input help text that should appear when a user clicks on the custom filter field. |
| Filter Name | 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). |
| Filter Operator | Input the operator used to apply the custom filter. |
| Filter Join | 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