This article contains information relating to features available in Actionstep's Express and Practice Pro + Accounting products.
In this article, you will learn about using 'Filters' within List Views to find specific items.
The Filters Window
As shown in the screenshot above, the filters window has a range of different fields that correspond to the columns that define the list view. You can filter the list based on everything from matter ID numbers to the current step that the matter is sitting on.
For any date fields, you can also set a 'Custom Range' that will allow you to choose between two dates through the two adjacent date pickers, as shown below:
Number of Filters
If you have filters applied, Actionstep tells you how many filters are being used. This is especially helpful when you don't see all of your data. Clearing filters or applying others may show you the results you desire.
If you find a particular set of filters that you use frequently, you can save it under a name of your choice. To save a filter, apply it, hover over the dropdown menu next to the 'Filter' button and click on 'Save Current Filter'. The saved filter will then appear within the filter menu when you click the downward arrow, as shown below:
To delete a saved filter, click on the X next to the filter, as shown above.
If you are unhappy with the current layout and wish to reset it back to its default configuration, hover over the dropdown arrow and click on 'Reset layout to default'.
- To exclude a specific number, for example, to find all amounts not equal to zero use an exclamation mark in the first box of the number range. E.g. enter !0 in the first box (the second can be left blank).
- To find text values that are blank type EMPTY or NULL or "" (double empty quotes) into the text filter.
- To find non-empty fields use NotNull