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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.

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.



How to Apply Filters on a Screen

  1. On any screen, click If the magnifying glass icon is not available, select Search from the right-hand side.

  2. Select Edit Filter

  3. The Search Filters dialog box will appear, search for the field you wish to filter on and select to the right of the field name how you would like results to be filtered.
  4. Continue and add all the filter criteria.  When complete, click OK

To remove filter, click the little arrow next to the magnifying class and select “No Filter”



Promoted Search Fields

Promoted Fields allow users to add additional search by fields to their screen that are regularly used for filtering search results.  

  1. Click on the little arrow next to the magnifying glass icon and select Promoted Search Fields
  2. Add fields from the left side to the Currently Promoted section as needed.
  3. Click OK
  4. The options will then be available on the search screen to use as needed.


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