Custom Filter Rules

Filter Rules #

Filter rules help you identify key purchasing requirements by applying “if – then” statements to format specific cells & rows of data fields in the search results view.

You can also removing search records that you’re not able to screen out with just keywords.

This helps speed up your review process with speed and accuracy.

Examples:

• If quantity is greater than 1, you might want to purchase everything and ensure you know this before going to buy.
• If feedback score is negative you want to delete these results.
• If item has “Make offer” option, highlight the row or column to attempt to get an auto accepted offer at 90% of list price.
• If you want to highlight a specific seller (but not choose to remove) and decide to purchase based on any other criteria.

To access filters,

• click Home > Filters
• Or click the “Filters” panel.

• The pre-packaged filter rules are displayed.
• To disable, click the check box on far right

In our example, we could create 4 filter rules to tackle seller feedback

• Remove results if the feedback score is negative.
• Highlight the feedback cell red if feedback is 0
• Highlight the feedback cell yellow if feedback score 1-10
• Highlight feedback cell green if feedback is 10+

We will show one specific rule created.

To Create click the + icon

• Select “Action” – Format cells
• Format Column – Select “Feedback Score”
• Format Style – “BackColor” – Choose Color

Make if then statement to apply action on:

• Under “If condition is” panel on left side
• Click “+” icon to add statement
• Search or select data field to take action on. For our example, “Feedback Score”
• Add condition “is between”
• Enter value = 0 and 10

Then give the filter rule a name.

We will call it “Feedback 1 -10 “

Click “Ok”

Ensure the filter rule is enabled.

Create additional rules as necessary.

Confirm filter rules are working by checking records in results view.

Newly created filter rules, when enabled will be applied to currently found search results.