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Search and filter custom fields

Discover how to search for and filter text, number, date, and list custom fields in WorldShare Acquisitions.

View custom fields

  1. On the left navigation, click Settings > Custom Fields. All custom fields appear on the Field Settings screen.
    • Order Item custom fields appear under the Order Item Fields accordion.
    • Invoice Item custom fields appear under the Invoice Item Fields accordion.
  2. Click the Field Name to view or edit the custom field. For details, see Edit custom field information.

Search a custom text field

  1. Navigate to Orders > Order Items
    Or
    Navigate to Invoices > Invoice Items
  2. Select a custom text field from the drop-down list.
  3. Enter your search term(s) in the text field. You can enter up to 190 characters.
  4. Click Search.

Search a custom number field

  1. Navigate to Orders > Order Items
    Or
    Navigate to Invoices > Invoice Items
  2. Select a custom number field from the Filters drop-down menu.
  3. Enter a number range in the From and To fields.
     Note: To search for a specific number, enter the same number into both the From and To fields.
  4. Click Apply.

Search a custom date field

  1. Navigate to Orders > Order Items
    Or
    Navigate to Invoices > Invoice Items
  2. Select a custom date field from the Filters drop-down menu.
  3. Select one of the following options:
    • More than ___ days ago - Enter a number in the text field.
    • Within the next ___ days - Enter a number in the text field.
    • Custom date range - Enter a number range in the From and To fields or use the calendar button (Calendar button).
  4. Click Apply.

Search a custom list field

  1. Navigate to Orders > Order Items
    Or
    Navigate to Invoices > Invoice Items
  2. Select a custom list field from the Filters drop-down menu.
  3. Select one or more options from the list. To deselect an option, click the x next to the selection.
  4. Click Apply.

 

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