Filtering Columns in Customer Portal

Step-by-step instructions

1. 
   Step 1

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

2. 
   Step 2

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

3. 
   Step 3

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

4. 
   Step 4

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

5. 
   Step 5

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

6. 
   Step 6

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