Configure Default Pinned Criteria

Owned by Rebecca David
Last updated: Nov 26, 2024
1 min read

This is where you configure what criteria is pinned to your search when you select the form type.

  1. Click on "Default Pinned Criteria."

  1. Add or remove criteria you prefer to see as your default criteria when you select the form type. Note: Action, Author, Crated, Due Date, Keyword, Ref, and Status are default and cannot be removed.

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  1. You can apply these pinned criteria for all users when they search the form type by clicking on Apply to All User.

  2. When finished click on Save.

 

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