wTips: Filters & Search View
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wTips: AdminFilters & Search View
W-Systems, February 2015
© W-Systems Corp. www.w-systems.com
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
© W-Systems Corp. 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
© W-Systems Corp. 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
© W-Systems Corp. 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.
© W-Systems Corp. www.w-systems.com
Filter Field Selection
The Account Type field now appears in the filter selection options
© W-Systems Corp. 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