Using the Filter Rules Service

Aptify includes a generic filtering interface that evaluates record data against a defined set of criteria that references information from multiple records in Aptify. Several business applications in Aptify utilize this capability, including:

For product prices, an organization can create a filter rule to define the set of requirements that a customer must meet in order to receive the corresponding price. Likewise, for complicated Sales Tax scenarios, an organization can construct filter rules that apply a particular sales tax rate only under certain conditions.

In all of the cases described above, users can construct filter rules that evaluate field values from a wide variety of related entities, including Orders, Order Lines, Persons, and Products.

This topic describes the Filter Rules infrastructure and provides an overview of how filter rules can be expanded to other applications. See the sub-topics below for more information:

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