You can filter your reconciliation results data by the latest comment entered for a particular exception. Different from general text filtering, it is based on key word search.
Using the filter
You can use the filter for the latest comment in the same way as for other columns, by clicking on the column header, which will then show you the filtering options.
Choose "Contains" or "Does not contain", and then enter the search terms, and finally click "Apply".
For example:
- Search for all records with the latest comment mentioning "broker": Select "Contains", enter "broker" as the term, click Apply.
- Search for all records with the latest comment mentioning either "broker" or "morgan": Select "Contains", enter "broker" and "morgan" as the terms, click Apply.
- Search for all records with the latest comment NOT mentioning "broker": Select "Does not contain", enter "broker" as the term, click Apply.
The "Does not contain" option will also return items with no comment.
And a reminder that it only filters by the latest comment added to each item. These comments may have been entered manually by a user, or added automatically by a workflow rule.
Additional details
Full, meaningful words only
For two-sided and single-sided processes you must enter full words only, and be aware that the search is case insensitive. So for example:
- "bro" won't return anything with "broker"
- "broker" will return "Broker", "BROKER", etc..
To focus on meaningful words, the most usual English words are ignored in the filtering e.g. "the", "about", "on", etc..
Note that the above is not true for Cash processes, where partial word searches will work.
Spaces are important
We use spaces to determine "words". This unfortunately is not compatible with some scripts that are fully or partially ideographic, such as Chinese or Japanese.
Minimum and maximum term length
There is a 3 character minimum required (most words with 1 or 2 characters are ignored), and maximum limit of 84 characters (please contact us if you have a requirement for filtering "words" longer than this limit, eg. certain identifier codes).
Exception workflow enablement required
The feature is designed to improve how exception investigations are done in Duco. So this feature only works for processes where Exception workflow has been enabled.