After the update, you will find filter chips in all overviews. These replace the previously available filter field groups. In this article, you will learn what has changed for you in detail.
But first of all please note: Your saved views are still available and can be used after the update.
- Detailed instructions on filtering and searching as well as working with views can be found in the user guide directly in the application. You can access this via the Help for your application widget on the desktop.
Filtering in an overview
For filtering, you now use filter chips. Each filter chip corresponds to a filter criterion (e.g. "City" or "Company"). After clicking on Add filter, you will see the filter criteria relevant for this overview. Select the desired criterion and store the filter values in the new pop-up window (e.g. "Stuttgart" or "Sample company").
If you click on the filter chip is retained, but the selected values (e.g. "Stuttgart") are reset. If you do not need the criterion at all anymore, click on and the filter chip will be removed.
- In many overviews, we have already prepared filter chips for you, so if necessary you only need to expand the search.
- If you have filtered in an overview, you can save the current selection incl. filter chips and the stored values as a favorite. You can then call up these favorites at any time and do not have to start again from the beginning when selecting filters.
Modifying an existing search
If your overview is filtered, the title bar of the list is colored light blue. Of course, you can change the search at any time. You have the two following options to do so:
- Changing filter values: You still want to filter by location, but e.g. no longer by "Stuttgart", but by "Göttingen"? To do this, click on the filter chip. A pop-up window will then open where you can make the changes.
- Resetting or removing filter values: If you want to keep the filter chip (e.g. "City"), but reset the values (e.g. "Stuttgart"), click on . If you do not need the criterion anymore, click on the "x" and the filter chip will be removed.
The new selection mode
You can select single or multiple entries in your lists by clicking on the respective checkboxes. As soon as at least one entry is selected in the list, a selection bar in blue appears. There, you will only see the functions that make sense in the context of the selected entries (e.g. "Open" or "Delete").
By clicking on the top checkbox in your list, you can uncheck the selection of all entries again or, if no entry has been selected yet, select all entries of the list. Alternatively, you can uncheck it by clicking the (x) on the right side in the blue selection bar.
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