Search is a fast way to find an app item by its name or other parameters. Please note that you can search within the items of one app.
If you plan to search frequently by the same set of parameters, you can save it as a filter.
To start a search, open the app page. Type your search query in the search field at the top of the page. You can type the full name of an item or a part of it. The search is not case-sensitive.
Then press Enter on your keyboard. In the search results, you will see all app items that have the text that you have entered in their name.
To clear the search field, click on the cross in the search field or press Esc on your keyboard.
For a more precise search, you can search by specific item parameters and use several parameters at the same time.
To search by parameters, click on the icon in the search field.
The Search by parameters form will open. Here you can search by:
- main app fields;
- tasks assigned to users for working on a specific app item;
- system fields.
The Main fields for the search are specified when configuring the app properties by selecting the Search and Sort option.
The System fields are the same for each app:
- Author. The user who created the app item;
- Edited by. The user who last modified the item.
- Date created. The date the item was created. You can select a precise date or specify a period.
- Date modified. The date the item was modified. You can select a precise date or specify a period.
For the Users and App type fields you can enable the Empty option. It allows you to find app items with certain fields left empty. For example, orders without an employee assigned to them or deals without the contact information.
You can save a set of parameters as a filter, if you plan to use it frequently. In this case, you can simply click on the filter in the right panel of the Search by parameters form instead of selecting the same parameters every time. Custom filters can be general and personal.
- General filter. Filters created by the Administrators and visible to all users.
- Personal filter. Filters created by the users themselves and visible only to them.
Create a filter
To save your search parameters as a filter, fill in the fields and click the Save as filter button. Next enter the filter's name and click Save.
The saved filter will appear on the right panel of the Search by parameters form in the app where it was created.
Later you can delete a filter or change its name. To do that, click on the pencil icon next to the filter's name. Enter a new name, or delete the filter by clicking on the icon.
To save the changes click on the icon.
To use a filter, click on its name. The list of app items will display all items that correspond to the filter's parameters. You can apply multiple filters at the same time. When the filter is enabled you can also use the Search by name option. The search will be performed only among the items that match the selected filter.
Pin a filter
You can pin a custom filter. Each time you open the app page, it will display only the items filtered by the specified parameters.
To do this, hover the mouse over the filter name and click the icon. To unpin the filter, click the icon again. Only one filter can be pinned at a time.
The Administrators can pin a general filter that will sort items on the app page for all users. If a user has already pinned another filter, then that is the one that will be applied.
Found a typo? Highlight the text, press ctrl + enter and notify us