Dynamic filters

A new home for the Coupa Supply Chain documentation

Starting with Supply Chain 42, our documentation will be located on Coupa Compass. The help here will continue to be accessible for the foreseeable future, but will no longer be updated. If you need a Compass user account, contact your company’s Designated Support Contact (DSC).

You can access new and updated Supply Chain documentation in the following location on Compass:

https://compass.coupa.com/en-us/products/supply-chain-design-and-planning

Dynamic filters

When you save a filter on a table that supports groups, these filters operate as groups. The filter-based groups act more dynamically than standard groups. For example, assume you create a filter on your Customer tables for Country = “Canada”. When the filter is initially created, there are 5 customers in Canada. You subsequently create 3 additional Customers records with Country = “Canada”. If you have used the filter as a group, this will automatically use the current set of 8 records.

For each of the tables that supports groups, there is a default “(ALL_members)” group. This is also a dynamic filter that automatically includes all records from the source table.

Coupa recommends that you do not use the same name for your groups, filters and record names. For example, assume you have a Site with Name = "Plant", a Site group called "Plant" with 3 members and a Site filter called "Plant" that returns 2 records. This can cause unexpected results when you run scenarios. For more information, see Group, filter and record name precedence.

Last modified: Wednesday May 15, 2024

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