Home Search & Filtering Filter Records by Status and Field level

Filter Records by Status and Field level

Last updated on Apr 17, 2023
  • Locate the “Records” link in the Nav Bar on the left of your Vsimple platform

  • Select the “Status” button

  • Select one or more status to filter

  • To clear your selections, click “Clear All” or click the check marks to deselect

  • To filter by more than Status, click on the “Filters” button

  • Select “+ Add Filter”

  • From here you can choose to filter your “if, then” functions

  • To layer your filters, select “+ Add Filter” on the bottom of the pop-up window