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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Custom Filters in List Views
<p>A fast way to search list views is to create a custom filter. For example, in the Projects list view, you can create a filter that allows users to search through Porject Nicknames efficiently. To create a custom filter, select "Create filter..." from the filter dropdown (top left of screen). Next, you will need to provide a title for the filter and select, build the filter according to your specifications, and save. One common filter is "Customer name"/"Project name" contains... It is possible to creat a generic filter in which you specify the entity to search for each time you
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