Purpose
Within the Custom Field List page, the Adjust Filter feature empowers users to customize and refine the view of their custom fields, ensuring a tailored workspace.
What can you do with it?
The Adjust Filter tool is designed to streamline your workflow by allowing you to specify which custom fields are displayed. This helps users to focus on relevant information by allowing them to adjust the view of the custom fields list to suit specific needs.
How is it done?
Navigate to the Custom Field List Page Begin by accessing the Custom Field List from your dashboard.
Select 'Adjust Filter' Locate and click on the Adjust Filter option to open the filter settings.
Choose Custom Fields Select In the filter settings, go to the Custom Fields Select section.
Select an Entity Choose from the available options: Location, Work Order, Batch, or Inventory Product. Each choice will adjust the display to show the custom field schemas related to the selected entity.
Apply the Filter Once you've made your selections, ensure to confirm or save your changes to apply the filter.
Review and Adjust Review the updated list to ensure it meets your needs. Adjust selections as necessary to further refine your view.
Important Considerations
Be mindful of which entity you're selecting to avoid overlooking important data.
Double-check your filtered view to ensure all necessary fields are visible.
Best Practices
Regularly update your filter settings as your project or business needs change.
Use specific terms and minimal entities to ensure an uncluttered and efficient view.
Familiarize yourself with all entity options to make informed filtering choices.