Create a Search Filter

1. Navigate to the Search Filter Configuration Page

• Navigate to Organization Settings > Master Data Management > Search Filters.

  

• Or, open it directly via URL:
  {host}/search-criteria/ui/
  Example for the Europe cluster:
  https://eu.intouch.capillarytech.com/search-criteria/ui/

2. Start Creating a New Filter

• Click New Search Filter.

  

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3. Configure Basic Filter Details

• Entity: Select either Customer or Transaction.

• Name: Enter a name for the filter.

  

• Search Condition: Choose AND or OR.

  Entity	Search Condition Options	Usage
  Transaction	AND only	Combine fields (e.g., bill number AND bill date). You can mark fields as mandatory.
  Customer	AND / OR	AND: Combination searches like first name AND last name. OR: Partial searches like the first few letters of a name or phone number.

4. Set Search Duration

• Applicable only for AND condition.

• Maximum: 365 days

• For Customer filters using OR, the duration is fixed at 10 years.

• This defines the rolling window for searchable data.

  

Duration is based on when the event was ingested:
– Customer: Registration date
– Transaction: Billing date

5. Choose Searchable Fields

Field options vary based on the entity and condition:

6. Mark Mandatory Fields (Only for AND)

• AND filters:
  – At least one field must be indexed
  – Max 6 mandatory and 5 non-mandatory fields
• OR filters: No mandatory fields required

7. Validate the Filter

• Click the Validate button.

  

• On the Confirm Filter Creation dialog, click Yes, Sure.

• Validation takes 15–20 minutes.

• Filters with high cardinality have a better chance of passing.

8. Activate the Filter

• Once validation is successful:

  • Open the meatball menu for the filter.
  • Select Activate, then click Create.
  

• Status changes from Activation in progress to Active.

9. Deactivating a Filter

• From the list page, select Deactivate from the filter's menu.

  Note: Deactivated filters cannot be reactivated. You’ll need to create a new one if needed.