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- Press the Filters button on the top right
- Press the More Filters link
- Check the Search Fields that you would like to appear in your Filter Bar
- Click OK.
- Click GO.
- The selected Search Fields now appear in the filter bar. You can enter a value and either tab off the control or click the Go button to perform the filter.
Saving the Selected Filters as a Personal Variant
When Filter fields are added, they are only added temporarily and will be lost next time you enter the Administration section. To store which filters should appear for which application, a variant can be created that will be persisted to the local browser data store.
Instructions:
- Click the Standard link at the top Left.
- Click Save As
- Provide a unique name for the view.
- Click Save.
The View is now stored and can be accessed by clicking the View at the top of the page.
Info Note that Variants/Views are stored at the Application level. The Administrator must first select the Application from the Form Name drop down before the drop down of views can be shown.