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 Filter button located at the top of the screen.
- Select the inputs or filters from the pop-up screen.
- As you select the filter options, Procurify will begin to display items applicable to the applied filter.
- To save the filters selected, select the Save Filter 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 Filter 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 beside the filter, and select Delete Filter The filter has been successfully deleted!