You can apply filters to and modify the appearance of grids to help you view and locate records.
- Access a page with a grid.
- Perform any of these tasks:
| Task | Steps |
|---|
| Search entries | - Above the grid, enter the search text in the search field.
The search is applied and the search filter option appears above the grid. - To remove the search, click the x for that search entry.
|
| Sort entries | Use the up and down arrows in a heading to sort by that attribute. |
| Modify the number of entries displayed | Below the grid, use the Rows Per Page drop-down menu. |
| Configure column headings | - Click the table icon (
 ).Gray entries indicate columns that appear. White entries are hidden. - Select or deselect one or more entries.
|
| Apply a new filter | - Click the tune icon (
 ). - Use the drop-down menus to select the column and condition.
- In the Add a constraint field, enter the text to filter on.
- Click Apply.
The filter is applied and the filter option appears above the grid. |
| Remove an active filter | Click the x in the filter option. |
| Save applied filters as a preset | - Apply one or more filters.
- Click Save Filters.
- Enter the filter name.
- If needed, deselect any filters from the list.
- Click Save Filter.
|
| Apply a preset filter | - Click the tune icon (
 ). - Click Save Filter.
If this option doesn't appear, no preset filters have been saved for the grid. - Select the filter to apply.
|
| Delete a preset filter | - Click the tune icon (
 ). - Click Save Filter.
If this option doesn't appear, no preset filters have been saved for the grid. - Click the delete icon (
 ) for the entry.
|
