{"id":21965,"date":"2018-03-28T09:08:45","date_gmt":"2018-03-28T09:08:45","guid":{"rendered":"https:\/\/www.paribuscloud.com\/help\/?p=21965"},"modified":"2025-05-14T14:15:56","modified_gmt":"2025-05-14T14:15:56","slug":"custom-fields-adding-filter","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/","title":{"rendered":"Custom fields &#8211; Adding as a filter"},"content":{"rendered":"<p><!----------------------------- Article Header Start - DO NOT REMOVE ------------------------------><\/p>\n<table class=\"article-header-table\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-header\">\n<td style=\"border-top: 5px solid currentColor;\" valign=\"top\" width=\"25%\"><b>Summary:<\/b><\/td>\n<td style=\"border-top: 1px solid currentColor;\" valign=\"top\">This article explains how you can set up a Custom Field as a filter.<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">How-To Guide, Technical Article<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 3px; border-bottom-style: solid;\" valign=\"top\"><strong>Related Product(s):<\/strong><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>Paribus 365&#x2122; Data Cleansing<\/li>\n<li>Microsoft Dynamics 365 Dynamics CRM<\/li>\n<li>Infor CRM \/ Saleslogix<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Header End ---------------------------------------><\/p>\n<h2><strong>Custom fields &#8211;\u00a0Adding as a filter<\/strong><\/h2>\n<p>Navigate to \u201cData Sets\u201d area in \u201cData Layer\u201d.\u00a0 Right-click on the data set of the relevant match set eg. Account Name and select \u201cEdit Data Set\u201d.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21968\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/Custom-field_filter1.png\" alt=\"Custom fields - filter\" width=\"534\" height=\"581\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/Custom-field_filter1.png 534w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/Custom-field_filter1-276x300.png 276w\" sizes=\"(max-width: 534px) 100vw, 534px\" \/><\/p>\n<p>Select the \u201cFilter\u201d tab.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21969\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter2.png\" alt=\"Custom fields - Filter 2\" width=\"535\" height=\"584\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter2.png 535w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter2-275x300.png 275w\" sizes=\"(max-width: 535px) 100vw, 535px\" \/><\/p>\n<p>Click on \u201cAdd\u201d button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21970\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter3.png\" alt=\"Custom Field - Filter 3\" width=\"601\" height=\"514\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter3.png 601w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter3-300x257.png 300w\" sizes=\"(max-width: 601px) 100vw, 601px\" \/><\/p>\n<p>Give the Filter a name and add the syntax for the where clause.<br \/>\nClick on \u201cOK\u201d to confirm.<br \/>\nClick on \u201cOK\u201d to close the Data Set.<\/p>\n<p>The filter will now be available for a Match Session selection as shown in screenshot below:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-21971\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter4.png\" alt=\"Custom field - filter 4\" width=\"713\" height=\"567\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter4.png 713w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/03\/custom_field_filter4-300x239.png 300w\" sizes=\"(max-width: 713px) 100vw, 713px\" \/><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-custom-fields\/\">Paribus 365 Data Cleansing Custom Field articles<\/a><\/li>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-Discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To articles<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/\">Paribus Help Center Menu<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/faqs\/\">Paribus 365 Data Cleansing FAQs<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/troubleshooting\/\">Paribus 365 Data Cleansing Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">Paribus 365 Data Cleansing Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">Paribus 365 Data Cleansing Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-21965\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-21965\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Summary: This article explains how you can set up a Custom Field as a filter. Article Type: How-To Guide, Technical Article Related Product(s): This article relates to the following products: Paribus 365&#x2122; Data Cleansing Microsoft Dynamics 365 Dynamics CRM Infor CRM \/ Saleslogix Custom fields &#8211;\u00a0Adding as a filter Navigate to \u201cData Sets\u201d area in &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Custom fields &#8211; Adding as a filter<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-21965\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-21965\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[163,134,164,14,1956,13,15,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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