How to define a new search filter

Step 1: Access the Search Configuration

  1. Click the Tickets icon

  2. Open the Advanced Search Configuration form by clicking the Configure Search button dashboard1 on the dashboard.

Step 2: Define a Filter Group

  1. Click the Add a filter group dashboard1 button.

  2. Specify whether to apply any or all of the selection criteria by choosing from the dropdown menu labeled “Show results where any/all of the following match”:

    dashboard1

    • Use the “any” option to include records that meet at least one condition (e.g., status = “Incoming” or status = “Assigned”).

    • Use the “all” option to include only records that meet all conditions simultaneously.

Step 3: Create a Filter

  1. Click the Add a filter dashboard1 button.

  2. Select the field to use in the filter.

  3. Choose the action to apply to the selected field.

    dashboard1

  4. If applicable, specify the value for the filter.

  5. Select the fields/columns to display in the results.

Step 4: Apply and Save the Filter

  1. Click the Apply dashboard1 button to view the filtered results.

  2. To save the filter and the selected columns in the results, click the Save search dashboard1 button.

  3. Click the Clear dashboard1 button to remove all filters and reset the search configuration.