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Locate the “Records” link in the Nav Bar on the left of your Vsimple platform
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Select the “Status” button
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Select one or more status to filter
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To clear your selections, click “Clear All” or click the check marks to deselect
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To filter by more than Status, click on the “Filters” button
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Select “+ Add Filter”
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From here you can choose to filter your “if, then” functions
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To layer your filters, select “+ Add Filter” on the bottom of the pop-up window
Filter Records by Status and Field level
Last updated on Apr 17, 2023