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 the field and the list updates automatically to match the text.
Specifically, each summary screen shows a number of fields and each field shown has a "filter". For example, below is the contract summary showing a number of fields including "title". There is a filter for the title field labelled "search title". By typing text into the filter field, the system will update the list and only include those records that match the filter. In the example below you can see that the "party name" field is being filtered using the text "be" and has matched 1 record "Bean to Cup Company".
You are able to filter on as many of the fields are required. The system will show records that match ALL the filters. To remove filters either delete the text from the filter or click "refresh" on your browser.
If there is a particular filter you would like to keep applied you can "lock" filters in place. Locked filters will remain in place until they are unlocked or the the filter text for one or more of the filters is changed.
Fig 1 - Filter Lock
Tip: You are able to change the fields displayed on a summary screen. Refer to the article Custom Views for an explanation of how to do this
Tip: If there is a particular filter that you use frequently then you are able to set that filter as new Custom view. This will allow you filter 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
Fig 2 - Filtering the Contract Summary
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 3 shows a user searching for contracts using 'OR'. In this example the user is searching for contracts assigned to the "Liverpool" or "London" departments. Note that you don't have to type the whole word for the system to find matches.
Fig 3 - Filtering using OR