Goal:
- How to make a filter
- How to add a filter
- How to remove filters
There are a number of pages within Procurify that allow you to create and save filters. The following instructions will apply to any page that has filters.
Steps:
-
To create a filter, select the FILTERS button located at the top of the screen.
- Select the inputs or filters from the pop-up screen.
- As you're are selecting the filter options, Procurify will begin to display items applicable to the applied filter.
- To save the filters selected, select the SAVE FILTERS button located at the bottom of the window.
- You will be prompted to enter a name for the filter. Type in a memorable and relevant name and select SAVE FILTER. The filter has been successfully saved!
How to save filters:
- To locate the filter at a later date, simply select the FILTERS button at the top of the screen and select the SAVED FILTERS dropdown.
- Select the filter from the list.
How to delete filters:
- To delete a created filter, select the FILTERS button at the top of the screen and select the SAVED FILTERS dropdown.
- Select the filter from the list.
- Click the pencil icon that appears beside the filter, and select DELETE FILTER. The filter has been successfully deleted!