How to Use Filters to Search in Assurance

Filters are used to search for a particular item that you want in Assurance, and can be applied to any list screen (Forms, Tasks/Action, Checklists etc) as well as Reports. For this article, we will be using the Registers list screen as an example, but the process is similar for other list screens.

In this article, you will learn about:

• Filtering to Search in Assurance
• Adding Another Filter

Filtering to Search in Assurance

Navigate to the Registers and Forms list that you want by clicking on Registers at the top of the screen and selecting a template.

On the list screen, select anywhere on the filter bar (magnifying glass icon) to open the Selected Filters modal.

The Selected Filters modal will have filters pre-selected based on the columns you are using for the list.

To apply a filter from the modal go to the field you want to filter by, then either select a value or enter in the value that you are filtering on.

Adding Another Filter

If you do not see the filters that you would like to use in the modal, you can add another filter. At the bottom of the modal there is an option to Add Another Filter. This lets you add a filter that has not been pre-selected based on the columns.

Once you select the blue Apply button, the list will now be filtered to only show you records that match the filters you have applied.