Search, filters and saved views
A module gets big quickly. Nobody wants to scroll. And most people look for the same few things every day, so it should take one click the second time.
- A walkthrough video, then how search actually matches
- The two halves of the filter panel
- How to save a view, and what it remembers
- Why the status counts sometimes do not add up
01 · Video
Feature walkthrough
02 · How
Search
Type in Search records.... It's not case-sensitive and it looks across fields — searching a supplier name will find invoices from that supplier.
The term goes into the page address, so you can copy the link and send someone the same search.
Filter
Filter opens a panel with two parts.
Status comes first — eight states, each showing how many records are in it:
Disregarded · Conflict · Review · Not matched · Matched · Synced · Local · Archived
Tick one to keep only those. Each also has a small exclude button to do the opposite. Below that is a section per field. Text fields get a box. Date fields get FROM and TO.
Saved views
Set up the filters and columns you want, open Views, type a name, press Save. It comes back from that menu whenever you need it.
03 · Expected result
The grid shows only matching records. Saved views reload the same setup later.
04 · Troubleshooting / notes
| What you see | What it means |
|---|---|
| A field has no filter section | Not every type can be filtered. Select and Reference columns can't. |
| Every status shows 0 | Nothing in this module has been matched or synced yet. |
| Search finds nothing you expected | It matches whole words in field values, not partial codes. |
| The view didn't save my columns | Set the columns before saving, not after. |
05 · FAQ
Common questions
Views are saved on the module, so yes.
Empty the search box and untick everything in Filter.
Yes. Sections combine — each one narrows it further.
A record can be in more than one state — matched and synced at the same time, for instance.