Searching or filtering for an Agreement

Searching for agreements

You can search for agreements in the Search & filter pane of the Agreements app. To search for agreements, enter your search terms in the search box. 

You can also search for agreements by selecting any of the filters in the Search & filter pane: Status, Renewal priority, Is perpetual, Start date, End date, Organizations, Organization role, Internal contacts, Internal contacts role, Tags, and Supplementary properties. For more information on the filters, see the filter descriptions below.

Status

To filter agreements by their status, select one of the listed options. Statuses include:

• Active. Agreements currently in use by your library.

• Closed. Agreements no longer in use by your library. 

• Draft. An agreement that is in draft form. 

• In negotiation. An agreement that is being negotiated by your library and a provider. 

• Requested. If your library has requested an agreement from a provider. 

Renewal priority

To filter agreements by their renewal priority, select one of the listed options. Possible types may include:

• Definitely renew. Agreements you want to renew.

• Definitely cancel. Agreements you do not want to renew. 

Renewal priority options are configured in the Agreements section of the Settings app under Supplementary property pick list setup. 

Is perpetual 

To filter agreements by whether or not they are perpetual, select Yes or No. 

Organizations

To filter agreements by their associated organizations, select an organization from the dropdown menu. Organizations are set up in the Organizations app. 

Organizations role

To filter agreements by their associated organizations’ roles, select an organization role from the dropdown menu. 

• Organization roles are configured in the Agreements section of the Settings app under Supplementary property pick list setup. However, organization roles are only configurable in terms of the labels used; you cannot add or remove values, or change the underlying properties. 

Internal contacts

To filter agreements by their associated internal contacts, select an internal contact from the dropdown menu. Internal contacts are set up in the Users app. 

Internal contacts role

To filter agreements by their associated internal contacts’ roles, select an internal contact role from the dropdown menu. Internal contact roles are configured in the Agreements section of the Settings app under Supplementary property pick list setup. 

Tags

To search for agreements assigned specific tags, follow these steps:

1. In the Search & filter pane, click Tags.
2. Select the tag(s) from the drop-down list. Your results appear in the Agreements pane.

Supplementary properties

To filter agreements by their supplementary properties, follow these steps:

1. Click Edit supplementary property filters. The Supplementary property filter builder window will open. 
2. Select a Supplementary property from the dropdown menu.
3. Select a Comparator from the dropdown menu. The comparator options depend on the term selected. 
4. If the Value box is available, select or enter a value. Whether the value box is available depends on which comparator is selected. 
5. You may continue to build the supplementary property filter by clicking Add rule.
6. You may search for agreements using multiple supplementary property filters by clicking Add supplementary property filter.
7. Click Apply.
8. Your results appear in the agreements pane. 

To delete a rule or supplementary property filter in the Supplementary property filter builder, click on the trash can icon next to the rule or supplementary property filter.