Modify advanced query conditions

You can modify existing advanced query conditions, which define how expenses are added to buckets.

Before you begin

Role required: cost_transparency_admin

About this task

Note: Grooming conditions are automatically created in the workbench.

Procedure

  1. Navigate to Cost Transparency > Cost Models > Grooming Conditions. The resulting list of records is filtered to show only advanced query conditions.
  2. Click the grooming condition number to open it.
  3. Modify the fields on the form as appropriate (see table).
  4. Click Update.
    Figure 1. Example grooming condition
    Table 1. Example grooming conditions
    Field Description
    Number Auto-generated identification number for the bucket.
    Name Descriptive name for the bucket.
    Priority A code for the bucket that the system uses to identify it. Enter any alphanumerical code. Bucket codes cannot have duplicates.
    Description If the bucket is not used for allocations.
    Bucket The buckets that use this bucket as a parent. To create a sub-bucket, click New and fill out the fields on the form. The fields are the same as on the Bucket form, except that the Parent bucket field is visible.
    Condition Type The type of grooming condition. Select Advanced Query condition.
    Table The table containing the expenses that are filtered when put into the bucket. By default, the General Ledger Cleansed Data [itfm_gl_data_cleansed] table is selected. Do not change the table.
    Advanced bucketing condition The condition that determines what financial data must meet the advanced query condition. Use the condition builder to create the filter.