- Custom Columns
- Filters Panel
- Negative Search
- Filter on Dynamic Date Ranges in Repository
- Record ID Filter
Filter out informational searches in the Repository with more detail by using the following features. To learn more about general searching in the Repository, check out this article.
You can add additional 'record property' columns to your Repository results. Select 'Columns,' then you will see a drop-down list of all 'record properties' from your completed workflows that you can create a custom column for to quickly view and retrieve information from.
If you select 'Add Property' you will be able to add and search by 'record properties.'
This will add to the default columns when you select which 'record properties' you would like to add and appear in the Repository until you close or refresh the page to reset the columns.
The panel will automatically appear on the left-hand side of the Repository. Here you can add specific filters. Our filters will automatically add columns to your Repository view.
If you select 'Show Filters' a dropdown of all record properties will appear. Here you can select the specific value you would like to search for. This filter will automatically be added to the panel.
To delete, hover over a filter and click the trash bin icon that appears next to the name of the filter.
Search exclusionary terms in the Repository in order to narrow down the search results. Do so by adding “-” at the beginning of your search term. For example, if you want to find workflows not including the name Steph, you can use the free text search bar and input “-Steph.” The results that appear will be all workflows that do not include the name Steph.
Exact Match Search
To search for an exact match in the Repository, use quotation marks in the Repository search.
Filter on Dynamic Date Ranges in Repository
When searching for Agreement Dates, there are two options.
- Date picker, which is filtered by YYYY-MM-DD selections. Use before, after, on or between for the specific date selection.
- Advanced search to narrow down the number of days, weeks, months, or years before, on or after today. Input the number, select the time frame type, and then select whether the search should be before, on or after the given number. Once the information is inputted, click ‘Apply’ to filter out the results in the Repository.
If the operation between is selected, utilizing either the date picker or advanced searching for relative dates is possible.
Record ID Filter
Record ID can be exposed as a column and filtered for in the Repository search.
For more information on the Repository check out this article.