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Column Filters for Standard Fields
Field Name | Type of Filter | Notes | |
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| 1 | Reference | Text | Supports Equals to search. You need to type in an exact reference number of user wild cards.
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| 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.
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| 5 | Action | Contact | Can search for users using the Contains operator. Can search for only 1 user at a time.
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| 6 | Modified | Date | Standard date filter controls.
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| 7 | Title | Text | Supports contains and wildcard.
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Column Filters for Number, Currency, and Date Fields
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The below operators can also be used to filter Date fields:
Column Filter
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for Status
Click on the filter icon in the Status / Late column.
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| Note |
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Please note that these Filters are not saved and only applied as quick filters for existing data. If you need the filters saved, please create a saved search. Click here for how to. |
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Column Filters for Select, Checkbox,
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Radio User Fields
Click on the filter tool at the top left-hand side of the column header and choose the options to filter by.
Column Filters for Searches with Multiple Form Types
If a search or saved search has multiple form types, the filter will display all form type options. eg status column will display the statuses from both form types.
Removing Column Filters
You can remove filters by clicking into a column filter icon and and clicking on
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