Filters

JustOn Billing & Invoice Management uses filters to selectively narrow down the set of records included in bulk operations according to your business requirements.

Info

A filter returns all objects that match the filter, it does not filter them out.

Filter Use Cases

Filter use cases indicate the supported operations. These include:

• SubscriptionBuilder for the subscription builder

  Subscription build filters are presented as values in a picklist. If there is one subscription build filter available for the current source, it is always selected. If there are multiple subscription build filters, users are prompted to select one of them for the subscription build.

• Continuous or Continuous Daily for the transaction builder

  Transaction filters are presented as checkboxes. Users can select multiple (or no) transaction filters.

• Generic for the generic invoice run

  Generic filters are presented as checkboxes. Users can select multiple (or no) generic filters.

• AccountStatement for the account statement run

  Account statement filters are presented as values in a picklist. If there is one account statement filter, it is always selected. If there are multiple account statement filters, users are prompted to select one of them for the statement run.

• empty for the regular invoice run on subscriptions

  Subscription filters are presented as radio buttons. If there is one subscription filter, it is always selected. If there are multiple subscription filters, users are prompted to select one of them for the invoice run.

Filter Groups

A filter group specifies an arbitrary criterion for grouping invoice run-relevant filters, used to narrow down large filter lists. Assigning a group to all filters for a specific context (business entity, region, etc.) allows for pre-selecting this group in the UI (New Invoice Run, New Invoice From Subscription), which then displays only the relevant filters, accelerating the invoice creation.

Filters Information

JustOn implements filters using the custom setting Filters. The following fields are available:

Field	Required	Description
Name		Specifies the filter name, will be available as an option value when triggering the operation. Must be unique.
Child Relation		Specifies the name of the child object. Plural form. Used by the subscription builder and the generic invoice run, required if you create subscription items or invoice line items based on the child records. For master-detail relations, use the API name of the detail object. In case of standard Salesforce objects, you can use Workbench to find the correct name. For parent-child relations, use the relationship name of the child object.
Condition		Specifies a condition expression (as used in an SOQL WHERE clause) to restrict the set of included records on batch processing. For details, see SOQL SELECT Syntax in the Salesforce Help. SOQL expressions in filter conditions must not contain line breaks.
Sequence		Determines the position of this filter in a filter list.
Target		Specifies the API name of the target object. For JustOn objects/fields, do not append the namespace prefix ONB2__ when specifying the target.
Use Case		Specifies the specific filter use case. Possible values include SubscriptionBuilder for subscription builder Continuous/Continuous Daily (or Transaction) for the usage data billing Generic for the generic invoice run AccountStatement for the account statement run empty for the regular invoice run
Transactional Suffix		Specifies a suffix for control fields when invoicing a record multiple times to different recipients.
Parent Relationships		Specifies a parent relationship of the target object, which is required when starting a generic invoice run from a parent of the actual source object. Is a JSON string map where keys are lookup fields (or formulas to return the ID) that point to the intended parent object, with the parent object type as their values. For example, {"ON_Account__c": "Account"} tells that ON_Account__c is a field on the source object (the filter target) that contains the parent ID of the type Account.
Filter Group		Specifies an arbitrary criterion for grouping (invoice run-relevant) filters, used to narrow down large filter lists. Assigning a group to all filters for a specific context (business entity, region, etc.) allows for pre-selecting this group in the UI (New Invoice Run, New Invoice From Subscription), which then displays only the relevant filters, accelerating the invoice creation.

Defining Filters

Depending on your organization's requirements, you must define custom filters.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Filters.

3. Click New to create a new filter, or Edit to modify an existing filter.

4. Specify the details as necessary.

   For details, see Filters Information.

5. Click Save.

   This makes the filter immediately available.

Note

As with all custom settings, filter names must not exceed 38 ASCII characters. In addition, special characters like brackets will be URL encoded, which makes them count three, like ( makes %28.