Filtering

Filtering

Written By Sheri Brown (Administrator)

Updated at November 15th, 2022

Column names that are followed by a funnel are filterable.

Bells uses two different types of filters - List filters and Search filters.

List Filters

List filters are used when there is a very small set of options for your filter.  Simply select the options you want and filter.

Examples:

  1. Billable/Non-billable
  2. Show/No Show status

To use a List Filter, click the funnel and

  • Check the boxes for the filters you want
  • Uncheck the boxes for any filters you do not want
  • Select All:  Checks all checkboxes
  • Clear:  Clears out any checkmarks you've made
  • Filter:   Filters the Note Type List so that it only displays the items you've checked


Search Filters

Search filters are used when there is a large set of options for your filter.  Search for and select the options you want and filter.

Examples:  

  1. Location Roles
  2. Note Types

To use a Search Filter, click the funnel and 

  • Initially, you'll see 'No Note Types selected'.  That means no filters are selected and active.
  • Search for items to add to the filter
    • Enter search text to find items to add to your filter.
    • Click to select an item to add to the filter.
  • To remove any individual items from the filter, click the X for the item
  • Clear:  Removes all items from the filter.
  • Filter:   applies the filter to the list behind it so that it only displays the items you've selected.

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