This article provides step-by-step instructions to Filter records being returned while viewing specific entities such as Applications, Licenses, Registrations, Renewals, Etc.
1. Select the grid icon towards the upper-right corner of the screen and choose a module.
2. Select the menu icon from the selected module.
3. Select a topic from the left-hand menu within the selected Module to view the available subtopics and information.
4. Every column contains a funnel icon. This allows the user to filter the listing by specified information. Selecting the funnel icon will enable you to provide filter criteria.
5. Choose a filter option from the available columns. Note: New Columns can be added to the current view as well. Learn More
6. When entering filter text:
Text entered in the filters is case-sensitive.
Drop down to change the filter option to:
Starts with
Ends with
Not equal to
Contains
Empty
Not Empty.
For date filters, set up your timeframe by using the dropdown fields to select an operation such as:
Before
On or Before
On or After
After
And select specific dates within your desired timeframe.
7. Once your criteria are provided, select the Filter button to update the results list.
The funnel will be highlighted when a field is filtered (as shown to the right)
When a filter is set, the funnel icon is highlighted in grey.
To remove a filter, click on the highlighted funnel icon and select Clear.
Guides for System Administrators to learn how to suport and configure your Thentia Cloud environment such as User Management, Portals, & Workbench Configurations.
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