1
Apply your first filter
Begin by applying a filter to the document list. In this example, a filter is applied using the document title field to narrow the displayed records.
Create and Save a New Filter Configuration
Learn how to create a custom filter configuration in QuoteCloud by applying filter criteria and saving the configuration for future use. Custom filters help you quickly access frequently used document views and improve workflow efficiency.
Create and Save a New Filter Configuration
Learn how to build custom document filters and save them as reusable configurations for faster access to important records.
Steps to create and save a new filter configuration
2
Navigate through available columns
Use the horizontal scrollbar to move across the document table and access additional filterable columns and fields.
3
Apply additional filters
Add more filtering criteria as needed. For example, you can filter by document value, date fields, consultants, statuses, destinations, or other available columns.
4
Configure filter values
Set the desired filter parameters. Depending on the field, you may enter values directly or use controls such as sliders to define a value range.
5
Save a new configuration
In the Custom Filters section, click Save new configuration to save your current dashboard filter settings.
6
Enter a filter name
Provide a descriptive name for the new filter configuration so it can be easily identified later.
7
Save the configuration
Click Save to store the dashboard configuration and create your new custom filter.
8
Access your saved filter
The new custom filter becomes available within the Custom Filters section and can be selected whenever you need to reuse the same filter configuration.
FAQs