Filtering Columns in Customer Portal

Step-by-Step Instructions

1. 

   Navigate to the module in the FieldMagic Customer Portal that contains the data you want to filter.

2. 

   Hover over the header of the column you want to filter and click the Column Options icon to open the filter dialog.

3. 

   Select a filter operator (e.g., equals, greater than, less than, exists, or does not exist).

4. 

   Available operators depend on the field data type. Click Apply to view the results or Reset to clear the selection.

5. 

   Alternatively, open the filter panel on the right side of the screen to view all fields and apply multiple filters at once.

6. 

   When filters are active, a Clear Filters button appears at the top right. Click it to remove all active filters.