Searching and Filtering


 

Home Filters

Overview

The Homepage of your CivicClerk site has many filters, which assists in the location of content. 

Instructions

  1. Select your filters
    chrome_2017-12-01_16-59-51.png
    • View: Narrow down who owns the items/approvals/tasks that are returned in the list
      • Me: Content that belongs to the current user
      • Everyone: Content that belongs to all users
      • Department: Content that belongs to all users in a specific department
      • User: Dropdown that lets you choose one specific user to search, and more importantly this allows you access the “People I Backup” selection, which shows you any pending approvals that you are a backup for
    • Timeframe: Filter messages by all dates, the next 60 days, the next 30 days, or create a custom date range
    • Show
      • Items: Click to hide items
      • Approvals: Click to show approvals
      • Tasks: Click to show tasks
      • Include Completed: Check the box to include completed items/approvals/tasks in the filter search
  2. Click Update
    chrome_2017-12-01_17-05-40.png
  3. Results will appear below
    chrome_2017-12-01_17-09-03.png



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