How to use Custom Data filters to find Alerts

Quick Overview:


Detailed Overview:

Agent can filter alerts in the My Alert and Admin tabs of the Alert page based on custom data.

Custom data is additional data that can be sent with transactional information. Aside from the required item such as a the transaction amount, custom data can be included in a transaction such as `Stock = GME` or `Customer = primary` or `Code = 652999`. Then this data can be used to filter alerts in the alert views.

Custom data filters:

  • Support text and numeric entries - use `Equal` or `Not Equal`
  • Support negative filters - use `Equals Empty Value`
  • Support multiple entries - use `In` or `Not In`

Custom data filters can be used in conjunction with existing filters on all alerts pages.

Custom Data that is BOOLEAN or ARRAY type CANNOT BE FILTERED. Only TEXT or NUMBER types can be filtered.

From the My Alerts or the Admin tab:

  1. Go to Alerts > My Alerts or go to Alerts > Admin


  1. Select Add Custom Data Filter button.


  1. A modal pop-up will open, you may now fill in the required data. You will need to decide if the custom data is part of the entity, transaction, or instrument:


  1. Success, please note that it may take a few seconds for the table to refresh with the filtered items:


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