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How to Apply Filters on a Screen
On any screen,
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in the Search section, click the Gear in the top right area of that section. If the
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Gear is not available, first select Search from the
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left-hand side.
Select
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Maintain Filter
The
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Saved Filters dialog box will appear, Click the Pencil to Edit an existing field, or the plus sign to create a new filter. For new filters add a name and description, then search for the field(s) you wish to filter on and select to the right of the field name how you would like results to be filtered.
Continue and add all the filter criteria. When complete, click OK
| Info |
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To remove filter, click the little arrow next to the magnifying class and select “No Filter”Gear, and under Choose Filter, select No Filter. You can also use this to switch filters. |
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Promoted Search Fields
Promoted Fields allow users to add additional search by fields to their screen that are regularly used for filtering search results.
Click on
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the Gear in the top right area of the Search box and select Promoted Search Fields
Add fields from the left side to the Currently Promoted section as needed.
Click OK
The options will then be available on the search screen to use as needed.
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| Tip |
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Wrap upYou should now know how to apply and use filters in Advantage. |
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