What is the primary function of the Filter feature for contracts?

The Filter feature allows administrators and partners to efficiently locate specific contract templates within the platform by applying various filter criteria. It helps manage the repository of legal agreements.

What kind of filtering options are available?

The feature provides both basic and advanced filtering options. Basic filtering uses predefined operators and common attributes, while advanced filtering allows for complex queries with granular control over fields, operators, and values.

Can I save my filter configurations?

Yes, you can save frequently used filter configurations. This streamlines the process by allowing rapid access to commonly needed subsets of contract templates without re-entering criteria each time.

Who uses the Filter feature for contracts?

UPM administrators and channel partners use the Filter feature to manage contract templates effectively. It is crucial for maintaining compliance and ensuring smooth operations within a partner program.

How do I access the advanced filtering options?

You can access advanced filtering options by clicking the 'Advance' tab within the filter panel. This allows you to construct complex queries for more refined data views.

Filter Contract Templates in the UPM Module

Overview

Effective management of partner contracts is crucial for maintaining compliance and ensuring smooth operations within a partner program. The platform's contract template repository can grow significantly, making it challenging to find specific agreements quickly. This filtering capability addresses that challenge by providing robust tools for administrators to search and retrieve contract templates based on various parameters.

Administrators can use these filters to, for example, quickly find all 'Terms & Conditions' agreements, identify active or inactive templates, or locate contracts from a specific year. The ability to save frequently used filter configurations further streamlines the process, allowing for rapid access to commonly needed subsets of contract templates without re-entering criteria each time.

Click the Filter button.

Applying Basic Filters

This filter panel, accessible from list views across the platform, allows users to refine the displayed data based on specific criteria. It provides both basic and advanced filtering options to help users quickly locate relevant records. The basic filter mode, shown here, enables filtering by common attributes using predefined operators and search text. Users can apply these filters to narrow down large datasets, making it easier to manage and analyze information such as partner contracts. The ability to save filter configurations streamlines future data analysis by allowing frequently used filter sets to be quickly reapplied.

Enter a name for the filter configuration in the 'Insert Filter Configuration Name' text input.

Buttons

Button	Description
Basic	Tab to switch to the basic filter options.
Advance	Tab to switch to the advanced filter options.
Select	Button to select a specific value for the 'Active' filter.
Select	Button to select a specific value for the 'Contract Type' filter.
Save Filter	Button to save the current filter configuration under the specified name.
Apply	Button to apply the configured filters to the list view.
Clear	Button to clear all applied filter criteria.

Fields

Field	Description
Active	A filter criterion for the 'Active' status of a contract.
Contains	Dropdown to select the operator for the 'Active' filter.
Contract Type	A filter criterion for the type of contract.
Contains	Dropdown to select the operator for the 'Contract Type' filter.
Template Name	A filter criterion for the name of the contract template.
Contains	Dropdown to select the operator for the 'Template Name' filter.
Insert Filter Configuration Name	Text input field to provide a name for the current filter configuration to save it for future use.

Column Headings

Column	Description
ID	Column header for the filter row identifier.
Column Name	Column header for the name of the attribute being filtered.
Operator	Column header for the comparison operator used in the filter (e.g., Contains, Equals).
Search Text	Column header for the text value to search for within the specified column.

Using Advanced Filters

This screen displays the advanced filtering options for lists within the UPM, allowing users to construct complex queries to refine their data views. Unlike basic filters, the advanced filter provides granular control by enabling the selection of specific fields, operators, and values to create highly targeted data subsets. This functionality is crucial for administrators and managers who need to analyze specific partner segments, track performance metrics, or identify records based on multiple criteria, thereby supporting more sophisticated data analysis and operational management across various modules.

Click the "Advance" tab to access advanced filtering options.