wtips: filters & search view

+ + wTips: Admin Filters & Search View W-Systems, February 2015

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wTips: AdminFilters & Search View

W-Systems, February 2015

Filter Field Selection

Only certain fields are available to be used in building filters for list views.

Note: Account Type is not an option to be selected

http://www.w-systems.com/

Adding Fields to Filter Selection

Filter selection fields can be managed for each module.

The Layout->Search Folder can be used to change and arrange the fields available in filter creation dropdowns.

Admin->Studio->Contacts->Layouts->Search

http://www.w-systems.com/

Adding Fields to Filter Selection

Filter selection fields can be managed for each module.

The Layout->Search Folder can be used to change and arrange the fields available in filter creation dropdowns.

Admin->Studio->Contacts->Layouts->Search

http://www.w-systems.com/

Adding Fields to Filter Selection

To add fields to the Filter Selection choices, drag the field from the “Hidden” column and drop it in the “Default” column.

http://www.w-systems.com/

Filter Field Selection

The Account Type field now appears in the filter selection options

http://www.w-systems.com/

Conclusion

In order to modify the selection choices for filters you may adjust the available fields by:

1. Accessing the Module Via Studio2. Select the Layout->Search Folder3. Drag and Drop Fields to and from the Default

Field

http://www.w-systems.com/

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wtips: filters & search view

Technology

filter field selection

filter selection choices

fields available

available fields

filter selection options

certain fields

filter creation dropdowns

layoutsearch folder