Create a Scope

Definition

Scopes are filters applied to objects.  They allow you to create targeted subsets of objects.  You can create Scopes by telling Spiff two things:

  1. The type of objects you want to filter (e.g., deals, line items, etc.)
  2. How you want to filter them

Creating / Updating Scopes

You create Scopes in Spiff Designer by clicking on the Scope icon:

Once here, you click on the "Add New Scope" button at the bottom of the page.  From here, you can create the name of your scope, define its formula, and specify what object it applies to.


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