Overview
When you’re on any list page, you can open the filter panel as shown:
Once you have selected the filters, when you scroll down the pages of data, the filter panel will disappear. However, you can make it reappear by scrolling up a couple of lines. This saves you having to go all the way to the top of the page to get back to the filter panel.
Content
Filter panel contents vary depending on which screen you are using, but they all have a means of changing the sort order (1), searching for matching records (2), showing records depending on record permissions (3) and by status or tag (4).
Functions
| Section | Description |
| Sort | Select the field on which the sort order should be based. |
| Search | Search panels allow you to match records against different fields. You can choose which fields to match on by opening this panel using the arrow head on the right, and selecting the fields you want. If you remove selections from the panel, don’t forget to restore them afterwards. |
| Show | All – Show all records that you are authorised to see. Following – pick which records to include on the screen using the Edit button that appears when you select ‘Following’. Mine – Show all records that you are the owner of. Associated - Show all records that you are the owner of or have been associated to by name. Office Group (only shown when office groups have been set) – show records that are owned or associated to members of the selected office group. The intended logic of office groups is to restrict visibility of assignments to specific offices, so you will only see Office Groups listed that you are a member of. Region (only shown when Regions have been set) – show records that are owned or associated to members in groups associated to the selected region. |
| Statuses | Select the statuses of records that you want to include in the filter. |
| Archived | (Not always shown) Tick this box to switch the display to only archived records. From here, records can be restored of completely deleted. |