Give your users easy access to the columns they want to filter by using Quick Filters.
Instructions:
- Navigate to the grid you want to modify, and go to Step 2 of the grid wizard (Edit Fields)
- Click the three dots to the right of the fields your users often filter
- In the Field Properties popup box, check the Quick Filter checkbox
- Click OK and then click Save
- Return to your grid and click Refresh
- You will now see a button at the top of your grid with the same name as the field you just modified, in this example, “Account Name”
- Click the button to quickly search or filter your grid by this field.
The following relative date filters are supported:
- THIS_QUARTER
- NEXT_QUARTER
- LAST_QUARTER
- THIS_YEAR
- LAST_YEAR
- TODAY
- TOMORROW
- YESTERDAY
- THIS_WEEK
- THIS_MONTH
- LAST_MONTH
- NEXT_MONTH
- LAST_90_DAYS
- NEXT_90_DAYS
- LAST_N_DAYS:n
- NEXT_N_DAYS:n
- LAST_WEEK
- NEXT_WEEK
- LAST_N_WEEKS:n
- NEXT_N_WEEKS:n
- LAST_N_MONTHS:n
- NEXT_N_MONTHS:n
- NEXT_YEAR
- LAST_N_YEARS:n
- NEXT_N_YEARS:n
- LAST_N_QUARTERS:n
- NEXT_N_QUARTERS:n
- N_DAYS_AGO
- N_WEEKS_AGO
- N_MONTHS_AGO
- N_QUARTERS_AGO
- N_YEARS_AGO
- N_FISCAL_QUARTERS_AGO
- N_FISCAL_YEARS_AGO
- THIS_FISCAL_QUARTER
- LAST_FISCAL_QUARTER
- NEXT_FISCAL_QUARTER
- NEXT_N_FISCAL_QUARTERS:n
- LAST_N_FISCAL_QUARTERS:n
- THIS_FISCAL_YEAR
- LAST_FISCAL_YEAR
- NEXT_FISCAL_YEAR
- NEXT_N_FISCAL_YEARS:n
- LAST_N_FISCAL_YEARS:n
