HowTo:Filter a View to Restrict the Records it Displays

From AgileApps Support Wiki
Revision as of 20:23, 13 January 2012 by imported>Aeric (→‎Permanently Change the View)

Filtering the view lets you select records that have values in specific fields. It also lets you specify a combination of conditions, so for example you see only those records with value "A" in the first field, and value "X" in the second.

Make a Temporary Filter

Permanently Change the View

  1. Click the Wrench Icon WrenchIcon.png
  2. Choose an option:
    • Edit this View - To make a permanent change to the current view.
    • New View - To create an entirely new view, leaving this one unchanged.

Learn more: Managing Views