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Sometimes, the search return may return long list of data items. Filters are a great way to narrow your search results.
After you have refined your search filter setting, you canSave the search filter settings for quick access at a later date through the Filters Page .
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Default filters
When you use the search function, a number of default filters will always be displayed.
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Click on the ‘Edit Filters’ button
Select the additional filter you would like to add
Click ‘Close’ to return to the Search page
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Using search in Filters
Sometimes you may want to filter using search for a unique value that is not part of the list of filter values displayed.
This is particularly helpful for filters when you’re searching within a filter that has a large number of options.
specific value in the filter.
Enter the value you want to search by to see what filter values match.
Currently only exact match is supported. You cannot use wildcard in the filter search. For example, in the below option
After selecting the ‘Full Name’ filter
Type if in the custom filter value
Select Save
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Tips on how to specify a customer filter that is not an exact match:
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Sales is not an exact match and will return 0 results
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Searching for Date Ranges
For date type filters, there is an additional filter feature where you can choose to filter between a date range.
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Saving your Filter Settings
After you have edited all your preferred filters, click on Save As, to save these search settings.
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When you click on Saver As, a new pop up will appear letting you specify the new Filter Name and the Permissions setting.
Private: Only you as the creator can see and access this saved filter
Public: Anyone can see and access the filter via the filters page
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After you click Save, your new filter will appear on the Filters page.
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