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| 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.
| | #REDIRECT [[Quick Filter]] |
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| ==How to enable Quick Search Filter?==
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| :1. Log in to LongJump.
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| :2. Under '''Manage Tenant Capabilities''', click the '''Edit''' button.
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| :3. Select the '''Enable Quick Filter''' checkbox.
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| :4. Click the '''Save''' button.
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| {{Note| To confirm the quick filter is enabled, log in to your AgileApps account. In any Object’s Record list, look for the "⋮" icon.}}
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| ==How to use the Quick Filter feature?==
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| :1. Log in to AgileApps.
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| :2. From the left navigation pane, select any Object.
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| :3. Click the '''⋮''' icon in any column of the record list to access Quick Filter options.
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| :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.
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| :5. Check the '''Check blank''' checkbox to view blank fields in the filtered column.
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| :6. To clear filter options chosen, click '''Clear all'''.
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| :7. To view column information in ascending order, click '''Ascending sort'''.
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| :8. To view column information in descending order, click '''Descending sort'''.
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| :9. Click the '''Apply''' button.
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| :10. The (dot icon picture) is displayed next to the Quick Filter icon in columns once data has been filtered.
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| :11. To save the filtered search, click on the (Funnel icon image).
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| :12. Provide '''Filter name''' and '''Determine visibility'''.
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| {{Note|Filter names can only have alphabets and numbers. Multiple column filters can also be saved.}}
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| :13. After entering the Filter Name, click the '''Save''' button.
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| ==How to edit a saved filter?==
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| :1. Click the saved filter you wish to update from the '''Accounts view(s)''' section.
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| :2. Click the (edit icon image) to edit. After editing, click the '''Save''' button.
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| ==How to delete a saved filter?==
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| :1. Click the saved filter you wish to delete from the '''Accounts view(s)''' section.
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| :2. Click the (delete icon image) to delete. After deleting, click the '''Save''' button.
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| ===Limitations===
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| The search tool does not support searching for partial or incomplete terms; it only searches for complete or precise matches.
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