AgileApps Support Wiki

Difference between revisions of "Quick Filters"

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''Quick Filters'' make it easier for a user to select the records the report runs on. When defining the report, you specify which fields to display at the top, for use as quick filters. Then, when user runs the report, they can specify values for those fields.  
The Quick Filter feature allows users to precisely search and filter data within specific columns of a Records list, enhancing efficiency and enabling targeted information retrieval. This feature is currently available only in new UI.


For example, a report that runs across all divisions of the corporation could be easily modified to show results solely for the Eastern division. The user can then make a different a choice and click '''[Run Again]''' to see the new results.
==How to enable Quick Search Filter?==
:1. Log in to LongJump.
:2. Under '''Manage Tenant Capabilities''', click the '''Edit''' button.
:3. Select the '''Enable Quick Filter''' checkbox.
:4. Click the '''Save''' button.


'''To enable Quick Filters:'''
{{Note| To confirm the quick filter is enabled, log in to your AgileApps account. In any Object’s Record list, look for the "⋮" icon.}}
# Edit (customize) the report.
# In the '''Filters''' tab, check the box labeled '''Show Quick Filter Layout Configuration'''.<br>A Quick Filter tab appears to the right of the Filter tab.
# In the '''Quick Filter''' tab:
## Select the desired number of columns to display quick filter fields.
## Specify whether the '''Quick Filter''' label appears at the top or bottom of the report settings.
## Select which fields should appear on the report and in which columns.<br> Filtering is possible for picklist, date, and checkbox fields.
## Specify whether the Quick Filter section is shown initially collapsed or expanded.


{{Note| Quick Filters for reports are not available in the new user interface; they are only accessible in the old user interface. <br>
==How to use the Quick Filter feature?==
Please note that Quick Filters for views are currently in development and will be available as a premium feature for customers. For more details, please contact [mailto:info@escriba.de info@escriba.de].}}
 
:1. Log in to AgileApps.
:2. From the left navigation pane, select any Object.
:3. Click the '''⋮''' icon in any column of the record list to access Quick Filter options.
:4. To search in that specific column, enter the desired search text. For example, if the column is "Account name", enter the relevant data for that field in any record.
:5. Check the '''Check blank''' checkbox to view blank fields in the filtered column.
:6. To clear filter options chosen, click '''Clear all'''.
:7. To view column information in ascending order, click '''Ascending sort'''.
:8. To view column information in descending order, click '''Descending sort'''.
:9. Click the '''Apply''' button.
:10. The (dot icon picture) is displayed next to the Quick Filter icon in columns once data has been filtered.
:11. To save the filtered search, click on the (Funnel icon image).
:12. Provide '''Filter name''' and '''Determine visibility'''.
{{Note|Filter names can only have alphabets and numbers. Multiple column filters can also be saved.}}
:13. After entering the Filter Name, click the "Save" button.
 
==How to edit a saved filter?==
:1. Click the saved filter you wish to update from the '''Accounts view(s)''' section.
:2. Click the (edit icon image) to edit. After editing, click the '''Save''' button.
 
==How to delete a saved filter?==
:1. Click the saved filter you wish to delete from the '''Accounts view(s)''' section.
:2. Click the (delete icon image) to delete. After deleting, click the '''Save''' button.
 
===Limitations===
The search tool does not support searching for partial or incomplete terms; it only searches for complete or precise matches.

Revision as of 06:01, 8 January 2024

The Quick Filter feature allows users to precisely search and filter data within specific columns of a Records list, enhancing efficiency and enabling targeted information retrieval. This feature is currently available only in new UI.

How to enable Quick Search Filter?

1. Log in to LongJump.
2. Under Manage Tenant Capabilities, click the Edit button.
3. Select the Enable Quick Filter checkbox.
4. Click the Save button.

Notepad.png

Note: To confirm the quick filter is enabled, log in to your AgileApps account. In any Object’s Record list, look for the "⋮" icon.

How to use the Quick Filter feature?

1. Log in to AgileApps.
2. From the left navigation pane, select any Object.
3. Click the ⋮ icon in any column of the record list to access Quick Filter options.
4. To search in that specific column, enter the desired search text. For example, if the column is "Account name", enter the relevant data for that field in any record.
5. Check the Check blank checkbox to view blank fields in the filtered column.
6. To clear filter options chosen, click Clear all.
7. To view column information in ascending order, click Ascending sort.
8. To view column information in descending order, click Descending sort.
9. Click the Apply button.
10. The (dot icon picture) is displayed next to the Quick Filter icon in columns once data has been filtered.
11. To save the filtered search, click on the (Funnel icon image).
12. Provide Filter name and Determine visibility.

Notepad.png

Note: Filter names can only have alphabets and numbers. Multiple column filters can also be saved.

13. After entering the Filter Name, click the "Save" button.

How to edit a saved filter?

1. Click the saved filter you wish to update from the Accounts view(s) section.
2. Click the (edit icon image) to edit. After editing, click the Save button.

How to delete a saved filter?

1. Click the saved filter you wish to delete from the Accounts view(s) section.
2. Click the (delete icon image) to delete. After deleting, click the Save button.

Limitations

The search tool does not support searching for partial or incomplete terms; it only searches for complete or precise matches.
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