Template Datasource Filter enables you to filter the records of various business objects in your Agreement document based upon the filter criteria. It serves as a bridge between the Templates and Search Filters (Comply).

Scenario: Define Template Datasource Filter in a scenario when you want to filter Agreement Line Items in your agreement document based upon the filter criteria such as the records of a specific Charge Type, and the records having Net Price equal to 50. To enable a filter on the various business objects in your document, define the following:

  1. Define custom objects for Search Filter (Comply): It provides the list of custom objects upon which you can create a Search Filter (Comply).
  2. Create a Search Filter (Comply): It provides the filtering criteria for the Template Datasource Filter.
  3. Create a Template Datasource Filter: It is applied to the Template on which the filter criteria is available.

The template which contains the Template Datasource Filter entry reflects the filtered records in the generated Agreement Document.

User Permissions Needed
To create, edit or delete a search filter:

Search Filter (Comply): Read, Create, Edit, Delete

Template: Read

To create, edit or delete a Template Datasource filter:

Template Datasource Filter: Read, Create, Edit, Delete

Search Filter (Comply): Read

Template: Read

Agreement Term Exception: Read (Optional)

To define custom objects for Search Filter (Comply)

  1. Navigate to Setup > Create > Objects > Search Filter (Comply).
  2. Click Business Object.
  3. Go to the Picklist Values related list and click New.
  4. Type the API names of custom objects, each on a diferent line. 
    If you want to add Agreement Term Exception custom object in the picklist value for Search Filter (Comply), type Apttus__Agreement_Term_Exception__c.
  5. Click Save.
    The various custom objects appear in the drop-down list for Business Object. You can now create Search Filter (Comply).

To create a Search Filter (Comply)

  1. Click  and click Search Filters (Comply).
  2. Click New to create a new Search Filter (Comply).
  3. Select the business object from the drop-down list and click Next.
  4. Type a mandatory Filter Name and a description.
  5. In the Filter Criteria section, select the fields and expressions you want to use to control which records will be filtered in your agreement document. 
    You can have a standard AND relationship between the expressions or use Advanced Options to the fields together in a more complex formula. The available fields are based on the Business Object.
  6. Click Save.
    The Search Filter (Comply) is created to filter agreement line item records. You can now create a Template Datasource Filter.

To create a Template Datasource Filter

You must have a Search Filter (Comply) created for Agreement Line Item records.

  1. On the Template detail page, navigate to the Template Datasource Filters related list and click New Template Datasource Filter.
  2. Select a Template for this filter using the lookup icon.
  3. Select a Search Filter (Comply) using the lookup icon.
  4. Click Save.
    A record is created under the Template Datasource Filters. You can now use this template to generate an agreement document and see the filtered agreement line item records in it.