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  • How to use filters in list tables

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Step-by-Step Guide

To Filter a List Table:

1.Click the  Image Modified icon in the Filter field located above the list.

A drop-down menu appears within the field.

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2.Select an option from the drop-down menu (such as a category of metadata).

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The two filter fields combine into one field to show the name of the filter, such as Status: Finished. Entwine EMP applies the filter immediately and updates the list table to include only entries meeting the selected options.

Selecting
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 Selecting the X button that appears after a filter option selection, removes all filters.

 

 

4. If desired, apply additional filters by performing steps 1 through 3 again as needed. Each filter appears within the filter field, and each filter condition is applied to the list table. 

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    1. If desired, remove a single filter by clicking the X within the filter, or remove all the filters by clicking the X within the overall filter field.
    2. If desired, save a set of filters as a filter set.

 

To
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 To filter by Start Date, enter a date range.

 

Saving Filter Sets

A set of filters can be saved, making it easy to re-use the same combination of filter settings in the future.

1.Select the menu icon Image Modified  within the filter field. The Saved filter sets dialog box opens.

    • If no filters have been saved previously, the dialog box displays "No saved filters yet".
    • If filters have been saved previously, the names of the filter sets appear in the dialog box, along with buttons to edit or delete each filter set.

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2.Select the Save button. The dialog box displays two blank fields: Name and Description.

3.Enter the name and the description of the filter set in the appropriate fields. The name is required, the description is optional.

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4.Click the Save button to save the filter set. The dialog box closes.

Applying, Editing, or Deleting a Filter Set

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