Searching, Sorting and Filtering Lists

Last updated: 2020-05-28

Filtering Lists

A Quick Find Search box appears on each component that contains a list. It searches all rows in the list for a string of text and displays only the rows that meet the search criteria. Examples of components with Quick Find Search boxes includes Projects, Proposal, Contract Administration, Daily Work Reports, Diaries, Payment Estimates.

  1. Begin by entering three characters or more in the search box. The system will begin to narrow down the list. Enter more characters to make the search criteria more specific.
  2. Click the <Clear all search and filter criteria> button to delete the data entered and begin a new search.


Advanced Filters and Sorts

Each system component that contains a Quick Find search box has an Advanced Filter link. Advanced filters allow staff to setup personalized custom filters. These filters can be temporary or saved permanently for reuse. Each component can have its own filter. This is helpful if you always filter a list in a particular way.

Tip: The System Administrators can also create global custom filters that are available to all or select roles. Please contact them for assistance.

  1. Each component has a System Default sort provided by the application. Complete the steps below to create a custom filter.
    1. Click the Current Filter arrow.
    2. Select "Advanced".


    3. Select field(s) and enter value(s) to filter on.
    4. Select field(s) to sort by and the sort order.
    5. Applying the filter:
      1. For one-time filters:
        1. Click <Apply without Saving>.
      2. To save a filter:
        1. Enter a name for the filter in the “Save As” field.
        2. Select "Make this the default setting." to create a default filter for your current role.
        3. Click <Save and Apply>.

       


  2. To edit a previously saved custom filter:
    1. Click the Current Filter arrow.
    2. Select "Advanced".
    3. From the Editing drop-down list, select the custom filter to edit.
      1. Edit the field(s) and value(s) to filter on.
      2. Edit the field(s) to sort by and the sort order.
      3. Select "Make this the default setting." if this should be the default custom filter for this component list.
    4. Click <Save and Apply> to save changes.

  3. To delete a previously saved custom filter:
    1. Click the Current Filter arrow.
    2. Select "Advanced".
    3. From the Editing drop-down list, select the custom filter to delete.
    4. Click <Delete this setting>.