Custom Filters
The Custom Filter page allows users to create and manage personalized filters for the search page within a DX application in the iviva DX system. Users can define filters using system keywords or fields that have been configured for filtering. This functionality provides more precise control over search results, making it easier to quickly locate relevant transactions or records. Filters created here can also be saved for future use, streamlining repetitive tasks and improving productivity across the platform.
How to Apply a Custom Filter
The image below shows the search page before a custom filter is applied. To begin, click 'More'.
Select the desired field to apply the filter, choose an operator (e.g., Equals, Contains, Greater Than), enter the field value, and then click 'Done' to apply the custom filter.
The image below shows the search page after applying the custom filter.
You can save a custom filter by clicking Save, which opens a popup (see the image below). Here, you can define the filter name and set additional options such as Is Public or Mark as Default, making it easy to reuse the filter in future searches.
Component 1 : Filter Name – Enter the desired name for your filter.
Component 2 : Is Public – Check this option to make the filter visible to other users, allowing them to access and use it.
Component 3 : Mark as Default – This makes the selected filter as your personal default for future searches.
Component 4 : Update – When editing an existing filter, use this button to save the changes you have made.
Component 5 : Save as New – Use this option to create and save a brand-new filter.
The name of the currently applied custom filter is displayed next to the Save button (see the image below).
Clicking the currently applied filter opens a popup that displays all saved filters, making it easy to switch between them.
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