You can apply filters to and modify the appearance of grids to help you view and locate records.

  1. Access a page with a grid.
  2. Perform any of these tasks:
TaskSteps
Search entries
  1. Above the grid, enter the search text in the search field.

    The search is applied and the search filter option appears above the grid.

  2. To remove the search, click the x for that search entry.
Sort entriesUse the up and down arrows in a heading to sort by that attribute.
Modify the number of entries displayedBelow the grid, use the Rows Per Page drop-down menu.
Configure column headings
  1. Click the table icon (  ).

    Gray entries indicate columns that appear. White entries are hidden.

  2. Select or deselect one or more entries.
Apply a new filter
  1. Click the tune icon (  ).
  2. Use the drop-down menus to select the column and condition.
  3. In the Add a constraint field, enter the text to filter on.
  4. Click Apply.

The filter is applied and the filter option appears above the grid.

Remove an active filterClick the x in the filter option.
Save applied filters as a preset
  1. Apply one or more filters.
  2. Click Save Filters.
  3. Enter the filter name.
  4. If needed, deselect any filters from the list.
  5. Click Save Filter.
Apply a preset filter
  1. Click the tune icon (  ).
  2. Click Save Filter.

    If this option doesn't appear, no preset filters have been saved for the grid.

  3. Select the filter to apply.
Delete a preset filter
  1. Click the tune icon (  ).
  2. Click Save Filter.

    If this option doesn't appear, no preset filters have been saved for the grid.

  3. Click the delete icon (  ) for the entry.