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Quick Filters in the Lists Section

We’ve added quick and easy access drop-down filters to the Lists section. With this, you can quickly and more efficiently filter a List to pull up Items you want to see. This is great for creating custom Lists and Reports as well as filtering for specific Items in a timely manner. 

QuickFiltersonList.jpg

 

We’ve added some of our most commonly used filter rules to quickly apply to your List. These are:

  • Your Role on the Team of the Item

  • The Item’s Status

  • The Item’s Location

  • The Item’s Workflow Type

  • The Item’s Template Type


How do I use these Quick Filters?

To use the quick filters:

  • Go to the Lists section Lists_section.png.

  • Click on the desired drop-down you want to apply a filter to and select the corresponding criteria.

  • The list will automatically apply those rules to your List.

  • Click the Quick_Filters_Collapse_icon.png or Quick_Filters_Expand_icon.png in the top right corner to collapse or expand the quick filters on your List, respectively.

NOTE: The filter criteria applied in these filters will work in conjunction with the filters you apply in the FiltersonListButton.png.

 

See also:

 

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