Creating a New Filter

To create a new filter, follow the steps below.

1. Click on the Advanced button and select the + Create New Filter option above the documents grid. The Create Filter window opens.

   

2. On the Create Filter screen, enter a title for the filter and click the + Add Filter button.

   

3. Click the dropdown and select a field to apply filters for.

   

4. Select the logical operator and enter the value for the selected field.

   

5. Click on the Create button.

6. The filter will appear above the grid. Select the filter to apply it to the grid contents.