Add Field Add Filter
Here is a description of the fields (in alphabetical order) that make up a selection definitionStores predefined source objects/fields and filter conditions for use in the desktop apps and when sending email messages such as remittances and reminder letters to a group of accounts..
Key: * – Mandatory field
The number indicates the number of characters that are allowed in this text field, where appropriate.
| Field | Description | ||
|---|---|---|---|
| Selection Description | 255 | Description of the selection definition. | |
| Selection Name | * | 80 | Unique name for the selection definition, such as "Overdue Invoices". |
Master
Key: * – Mandatory field; F – Source Field Lines (Ignored in a mass email or Print Formatter context); C – Filter Condition Lines; L – Used when the previous field on this line is a lookup to another object.
| Field | Description | ||
|---|---|---|---|
| Master Object | * | Master object from which you want to retrieve the data, such as "Sales Invoice". The supported objects are those displayed in the selection control. | |
| Field | F | Source object/field from which to retrieve the data. | |
| Related Field | F, L | Field from a related object from which you want to retrieve data. | |
| Field | C | Field you want to use for your filter condition. | |
| Related Field | C, L | Field from a related object that you want to use for your filter condition. | |
| Operator | C | The operation used on the filter condition. | |
| Value From/To | C | The value or range for the filter condition. |
Detail
Key: * – Mandatory field; F – Source Field Lines; C – Filter Condition Lines; L – Used when the previous field on this line is a lookup to another object.
| Field | Description | ||
|---|---|---|---|
| Detail Object | * | Detail (line item) object from which you want to retrieve the data, such as "Sales Invoice Line Item" or "Cash Entry Line Item". | |
| Field | F | Source object/field from which you want to retrieve the data. | |
| Related Field | F, L | Field from a related object from which you want to retrieve data. | |
| Field | C | Field you want to use for your filter condition. | |
| Related Field | C, L | Field from a related object that you want to use for your filter condition. | |
| Operator | C | The operation used on the filter condition. | |
| Value From/To | C | The value or range for the filter condition. |
| Button | Description |
|---|---|
| Save | Saves the record and returns you to the detail page. |
| Cancel | Cancels the current session without saving.g. |
The following buttons are available in the Master and Detail sections:
| Button | Description |
|---|---|
|
Add Field |
Add a new source field line. |
|
Add Filter |
Add a new filter condition line. |
|
|
Edit the selected line. |
|
|
Remove the selected line. |
Related Concepts
What is a Selection Definition?
Customer Statements and Reminder Letters
Related Tasks
Creating Selection Definitions for Mass Email
Managing Selection Definitions
Customer Statements and Reminder Letters
Sending Mass Email to a Group of Accounts
Tracking Mass Email Messages by Account
Setting up Custom Email Templates
Reference