Scenario: An Underwriter, Publisher, or Company Administrator wants to filter data by a field not listed as a column header.
Solution: Ask your Company Administrator to add a “Custom Field” to the workspace in order to filter by this field. Direct them to this document if they do not know how to perform this function already.
How To Video:
Review Video Here:
Company Administrators ONLY: How To Add Fields to your Agreement View
Navigate to the template which contains the field name you wish to add to your column headers
b. Select and edit the template you wish to review
c. Retrieve the field name by selecting the field that you intend to add.
VERY IMPORTANT: THIS IS A LIVE TEMPLATE, DO NOT MAKE OR SAVE ANY CHANGES.
2. Navigate to Administration > Grid Manager > Agreement View
Note: Ensure you fill out ALL columns (as pictured below) & set fields with Drop-Downs as below:
Category: You can name this as you wish
Column Header: You can name this as you wish
Field: Set as “Custom Field” in the drop-down
Custom Field: “Input the field name exactly as you see it from the spreadsheet provided by AEX”
Raw Type: Input “String”
Search Field Type: Input “Field”
Hit Save then re-fresh the Workspace. The new field will not be present as a column header.