Filtering can be done on most columns in a form register or saved search using the column headers.
iTWO CX provides the ability to Filter form registers as well as saved searches using column headers.
Column Filters for Standard Fields
Field Name | Type of Filter | Notes | |
---|---|---|---|
1 | Reference | Text | Supports Equals to search. You need to type in an exact reference number of user wild cards. |
2 | Created | Date | Standard Date filter controls. |
3 | Date Due | Date | Standard Date filter controls. |
4 | Author | Contact | Can search for users using the Contains operator. Can search for 1 or more users. |
5 | Action | Contact | Can search for users using the Contains operator. Can search for only 1 user at a time. |
6 | Modified | Date | Standard date filter controls. |
7 | Title | Text | Supports contains and wildcard. |
Column Filters for Number, Currency, and Date Fields
The below operators can also be used to filter Number and Currency fields:
The below operators can also be used to filter Date fields:
Filter by Status
Click on the filter icon in the Status / Late column.
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