Search Filter
The Search Filter provides a means to narrow down records based on a specific value within a particular field in a document.
These filters are accessible within the List View and the Report Builder of a Document Type.
Each filter option comprises three fields.
Field
Choose the document field you want to use for filtering the records. All fields within the form are available for selection in this list.
Based On
The different conditions on which the filters are based are:
- ‘=’ : *
Value
You need to input the value for which you’re conducting the document search.
In essence, an algorithm or equation for document searching will be generated to retrieve your desired set of documents. You can also apply multiple filters simultaneously.
To remove a specific filter, simply click on the ‘x’ sign next to it.
Default Filters
The default filters for any Document Type can be set from Customize Form option.