Summary / TL:DR: This article will show you how to apply and use filters in Advantage.
Filters allow you to sort the results so that you can quickly locate the data or information for which you are searching. There can be many values to use in the filters. To help you find the values, you can search for them within the filter.
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Filters will stay on until you select to turn them off. If search results are not yielding expected results, you may have a filter on. |
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How to Apply Filters on a Screen
On any screen, in the Search section, click
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the Gear in the top right area of that section. If the Gear is not available, first select
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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
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To remove filter, click the |
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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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Wrap upYou should now know how to apply and use filters in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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