How to Create Filter

Steps:

1. Go to Account > Integrations > Filters.

2. Click New Filter.

3. Fill in:

   • Name – Enter name of your choice.

   • Connection – Select from the available connections. 

   • Entity Type

     • If pricefx connection is selected, you can select here one of the following values: Customer, Customer Extension, BoM Data, Data Source, Product, Product Extension, Company Parameters, Product Competition.

     • If other connection type is selected, you need to select filter configuration for the given connection (IM REST endpoint) (IMHttpClient method getFilterConfigurations()).

   • Entity Name – For some of the entities, you can select here from values found at the partition.

   • Definition – Allows you to build the filter condition using Advanced Filter. For details on using advanced filters, see Filtering (Unity documentation).

4. Click Save.

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