Saving Search Criteria as a View

Since the search and view features use the same page, you can easily save search criteria as a view. Once the criteria becomes a view, you only have to apply it to the transaction list or Quick Edit page — you don't have to enter the search criteria every time you need it! You may also share the view so that other users can apply it when they view the transactions.

To save search criteria as a view

  1. Enter the search criteria on the Search page for transactions. You may also include sort order, view order, and hide settings for the fields.

  2. Choose Save as View.

  3. Enter a descriptive name for the view in the Save/Save As Name field.

  4. Click Save.

 

Related Topics