wTips: Filters & Search View
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Transcript of wTips: Filters & Search View
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wTips: AdminFilters & Search View
W-Systems, February 2015
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© 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
![Page 3: wTips: Filters & Search View](https://reader030.fdocuments.net/reader030/viewer/2022032504/55c14e21bb61ebe2438b47b3/html5/thumbnails/3.jpg)
© 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
![Page 4: wTips: Filters & Search View](https://reader030.fdocuments.net/reader030/viewer/2022032504/55c14e21bb61ebe2438b47b3/html5/thumbnails/4.jpg)
© 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
![Page 5: wTips: Filters & Search View](https://reader030.fdocuments.net/reader030/viewer/2022032504/55c14e21bb61ebe2438b47b3/html5/thumbnails/5.jpg)
© 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.
![Page 6: wTips: Filters & Search View](https://reader030.fdocuments.net/reader030/viewer/2022032504/55c14e21bb61ebe2438b47b3/html5/thumbnails/6.jpg)
© W-Systems Corp. www.w-systems.com
Filter Field Selection
The Account Type field now appears in the filter selection options
![Page 7: wTips: Filters & Search View](https://reader030.fdocuments.net/reader030/viewer/2022032504/55c14e21bb61ebe2438b47b3/html5/thumbnails/7.jpg)
© 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