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Filters

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.

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, in the Search section, click the Gear in the top right area of that section. If the Gear is not available, first select Search from the left-hand side.

  2. Select Maintain Filter

  3. The 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.

  4. Continue and add all the filter criteria.  When complete, click OK

To remove filter, click the Gear, and under Choose Filter, select No Filter. You can also use this to switch filters.


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 Gear in the top right area of the Search box 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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