The Dynamic Filtering feature allows Certify Administrators to filter the values of a custom expense field, or General Ledger Dimension (GLD), based on a user’s selection of a previous custom field.
This allows you to ensure that certain "child" GLDs can only be selected if users choose their corresponding "parent" GLD, making reporting easier and preventing mistakes.
Please Note: To enable this feature, contact Certify Support or your Customer Success Manager.
For more information on Expense Report General Ledger Dimensions, click here.
Dynamic General Ledger Dimension Filtering Overview
When dynamic expense GLD filtering is in place, Certify will prevent the user from selecting the "child" value, until they have selected the "parent" GLD value.
In this example, the company has set up dynamic filtering so that the Project field (child) is filtered by the Client field (parent).
Users will see that the child Project value “Big Client Project 1” can only be selected if the user first selects the parent Client value of “Big Client."
If the user were to change the parent Client value, a new selection of child Project values would be available to choose from.
Apply Dynamic General Ledger Dimension Filters
Once you have set up your Expense Report GLDs, you can apply dynamic GLD filters.
1. On your Certify homepage, click the gear icon.
2. Select General Ledger Dimensions under Expense Categories.
3. In the Expense Report General Ledger Dimensions section, choose which of the GLDs is the child of the relationship by assigning it a parent field in the Filter By column.
Please Note: To apply a filter, the GLD Style for both the parent and child fields must be a Search, not List, type.
In this example, the Project field (child) is filtered by the Client field (parent).
Please Note: If you would like to create a Parent-Child relationship between an Employee Level GLD and an Expense Report GLD, please contact our Support Team for further details.
3. Click Save at the bottom of the page.
4. Click the three-dot icon menu and select Filtering Relationships.
5. List all unique parent-child relationships for the selected child field in the field provided. You can update this information manually or upload associated fields from a spreadsheet.
- Click Download Filters to download the current list of filtering relationships to add to or edit.
- Click Download Child Values and Download Parent Values to download the full list of parent and child values for reference.
Each row must include the following columns:
- Child Name: The applicable Child GLD value’s name.
- Child Code: The applicable Child GLD value’s code. Leave blank if not applicable.
- Parent Name: The applicable Parent GLD value’s name.
- Parent Code: The applicable Parent GLD value’s code. Leave blank if not applicable.
- Inactive: Set whether this relationship should be active or inactive (True/False).
In this example, the Project (child) values of Big Client Project 1 and Big Client Project 2 will only be available to select if the Client (parent) value of Big Client is selected.
6. Once each unique relationship has been added, click Next to save your changes.
Please Note: This example shows includes big/medium/small for corresponding parent and child fields. However, parent and child fields do not need to share similar names or codes in practice.