This article provides a step-by-step guide to enhance your saved searches by adding custom filters in the Search subtab.
Adding Standard Filters
To add more fields as filters in a saved search:
- Navigate to the Available Filters section within the Search subtab.
- Select the desired fields and check the box labeled Show in Filter Region.
- To enable multiple selections for a filter, check the Multi-Select box.
- Filters will appear in the results screen as scrollable dropdowns sourced from the selected field list
Adding a Custom Filter (e.g., by PO Number)
If you want to filter using specific text input (e.g., typing a PO number instead of selecting from a list):
- Go to the Criteria tab.
- Add a new filter using Formula (Text).
- Choose the field, e.g., Document Number, and set the condition to
CONTAINS. - Insert a blank space (or your specific search keyword) to enable flexible matching.
- Repeat the same formula setup in the Available Filters tab.
- Save and run the search.
- You’ll now be able to type a PO number to find a match without using the full list.
When You Need Multiple Custom Filters
If you require more than one filter based on specific user input (not from field lists):
- Note: You cannot add more than one formula filter of this kind or use direct fields alongside formula text in this way.
- Use Connection Fields instead:
- Example: To add Vendor Name as a filter, use the Vendor Connection Field.
- From this field, select the Name.
- Check Show in Filter Region to display it as a filter