Filtering Segments by Class, Department, Location, or Subsidiary

You can filter segments using standard fields that are available on a record, including the Class, Department, Location, and Subsidiary fields. However, you can't always filter a segment using these fields. Custom records don't have these standard fields. Therefore, if you apply a custom segment to any custom record type or custom segment, you can't filter the custom segment values using these fields. For more information, see Applying a Custom Segment to Record Types.

However, custom segments can be applied to custom records and standard records, such as transactions and items, while filtering by classifications (class, department, location, and subsidiary) is selected. For more information, see Viewing a Custom Segment's Filtering Relationships

For more information about filtering custom segments, see Filtering for a Custom Segment and Setting the Segment's Filtered by Field.

For information about record types that do and don't support filtering by Class, Department, Location, and Subsidiary, see the following topics:

• Record Types that Support Filtering by Class, Department, Location, and Subsidiary

• Record Types that Do Not Support Filtering by Class, Department, Location, and Subsidiary

Related Topics

• Filtering for a Custom Segment
• Record Types that Support Filtering by Class, Department, Location, and Subsidiary
• Record Types that Do Not Support Filtering by Class, Department, Location, and Subsidiary

General Notices