When you view a summary screen (such as the contract summary) it is possible to filter the results. Filtering refers to cutting down the number of records shown with the aim of finding the specific record you are interested in viewing.
Type text into any of the column header search fields and the summary screen will update automatically to match the records to your text.
Each summary screen display the views field columns and each field has a "Search ....." field in the header. The example below is the contract summary screen showing a number of fields including Contract "Status" and there is a filter field labelled "Search Contract Title" underneath.
By typing text into the filter field, the system will update the records displayed to only include those records that match the filter. In the example below you can see that the Contract "Status" and Contract "Category" fields are being filtered and the system has updated the view to match up 3 records.
You can see that the Search box is now outlined in Orange - every column where you enter a filter will be highlighted as such to make it easier to see them. You are able to enter multiple filters on as many of the columns as required. The system will show records that match ALL the filters. To remove filters just delete the text from the field.
The filters you enter are automatically locked into place until you remove them, you can either remove an individual column filter by removing the text or using the small 'x' icon in the search field, or if you wish to remove all the filters across all the columns in the Summary screen you can use the orange [X] button to the left of the search bar.
Fig 1 - Filter Lock
The filters will remain in place until you either choose to remove it or if you change your view, so for example if you change the view from 'All Contracts' to 'My Contracts' the filters will be removed as the other view may not contain the same field columns.
If you enter filters and then move from feature to feature, say Contracts to People and back again or open a record, when you return to the original Summary screen that had the filters, they will still be in place.
Tip: If there is a particular filter that you use frequently then rather than entering the filters all the time then you could create a new Custom view that contains your filters. This will allow your filtered data to be accessed quickly and if required be shared with other users. See Custom Views for information about how to set up a new custom view
Advanced Filtering
Intelligentcontract allows 'OR', '<' or '>' to be used in the These characters have the following effect:
| OR | For example, "Facilities OR Legal" will find all contracts that have the word "facilities" or "legal" as their value. You can string together as many 'OR's as required. |
| < | Search for values "less than" than the value provided. For example, "< 1000" in the value fields will search for contracts with a value less than 1000. |
| > | Search for values "more than" then value provided. |
The screenshot in figure 2 shows a user searching for contracts using 'OR'. In this example the user is filtering for contracts that have the value of 'EN' OR 'HR' in the Category. You don't have to type the whole word for the system to find matches a partial match can be used.
Fig 2 - Filtering using OR