Editing Relationship Filters

ERP CloudProfessional Services Cloud

To edit filters from the child scenario:

  1. Navigate to the child scenario.
  2. Click Manage Relationships.
  3. Click Show Actions.
  4. Click Edit Filters.
  5. Select a function. For more information, see Formula Syntax.
  6. Next to each dimension name, select an operator.
  7. Next to each dimension name, select or search for a value.
  8. Click Save.

To edit filters from the parent plan:

  1. Navigate to the row you want to edit on the parent plan.
  2. Click .
  3. Click Edit Relationship Filters.
  4. Select a function.
  5. Next to each dimension name, select an operator.
  6. Next to each dimension name, select or search for a value.
  7. Click Save.