Defining Filter Sets

Filter sets allow defining dynamic collections of trades based on any user-defined criteria (not limited to trade criteria).

From the Calypso Navigator, navigate to Configuration > Filters > Filter Set (menu action trading.FilterSetWindow) to define filter sets.

A filter set is identified by its name throughout the system.

» You can click Load to load an existing filter set.
» To create a new filter set, click New.

Click Attributes to select criteria to collect trades.

For each attribute, click Add to set the value of the attribute.

Then click Save to save the filter set. You will be prompted to enter a filter set name.

 

Template

» You can click Save next to the Template field to save the filter set as a template. You will be prompted to enter a filter set name. You can then select a template to create more filter sets. Only the user who creates a filter set template can use it. However, you can copy a filter set template to another user from the Calypso Navigator using Configuration > User Access Control > User Settings.

The property name of filter set templates is "FS_TEMPLATE_DEFAULT" - The value is the filter set name.

 

Groups

You can click ... next to the Groups fields to associate the filter set with a group or multiple groups.

Available groups need to be defined in the "groupFilterSet" domain.

This is only used to define access rights for filter sets based on groups.

Please refer to Calypso Permissions and Authorization documentation for details.

 

Usage

» You can click Usage to view if a specific filter set is used in any configuration.