Quick Filter

The Quick Filter feature allows users to precisely search and filter data within specific columns of a Records list, enhancing efficiency and enabling targeted information retrieval. This feature is currently available only in new UI.

How to enable Quick Search Filter?

1. Log in to LongJump.

2. Under Manage Tenant Capabilities, click the Edit button.

3. Select the Enable Quick Filter checkbox.

4. Click the Save button.

Note: To confirm the quick filter is enabled, log in to your AgileApps account. In any Object’s Record list, look for the "⋮" icon.

How to use the Quick Filter feature?

1. Log in to AgileApps.

2. From the left navigation pane, select any Object.

3. Click the ⋮ icon in any column of the record list to access Quick Filter options.

4. To search in that specific column, enter the desired search text. For example, if the column is "Account name", enter the relevant data for that field in any record.

5. Check the Check blank checkbox to view blank fields in the filtered column.

6. To clear filter options chosen, click Clear all.

7. To view column information in ascending order, click Ascending sort.

8. To view column information in descending order, click Descending sort.

9. Click the Apply button.

10. The (dot icon picture) is displayed next to the Quick Filter icon in columns once data has been filtered.

11. To save the filtered search, click on the (Funnel icon image).

12. Provide Filter name and Determine visibility.

Note: Filter names can only have alphabets and numbers. Multiple column filters can also be saved.

13. After entering the Filter Name, click the Save button.

How to edit a saved filter?

1. Click the saved filter you wish to update from the Accounts view(s) section.

2. Click the (edit icon image) to edit. After editing, click the Save button.

How to delete a saved filter?

1. Click the saved filter you wish to delete from the Accounts view(s) section.

2. Click the (delete icon image) to delete. After deleting, click the Save button.

Limitations

The search tool does not support searching for partial or incomplete terms; it only searches for complete or precise matches.