How to create custom search filters

Cloudpermit allows users to create custom search filters for each Cloudpermit product. You can quickly apply a saved filter with the click of a selection button. The feature is in the Search section of the Cloudpermit Dashboard. In this section, you will learn how to create custom search filters.

  1. Scroll to Search in the Dashboard.
  2. Select the product (Building permit, Supplemental Building Permit, Code Enforcement, Public Works, Planning Approval).
  3. The drop-down menus contain various search criteria: Assignee, Status, Category, Reviewer, Permit expiry, and Municipality. 
  4. Select search items from the drop-down menus. The number of the selection in each drop-down is not limited
  5. Click Save Search.
  6. Create a filter name for your search criteria selection.
    Option 1: Use any of the current filter names in the drop-down menu list. It will override the content with the new search criteria selection.
  7. Click Save.
  8. The filter is saved. It appears in the Filter drop-down.
  9. Option 2: After selecting the search criteria, click Save Search.
  10. Click once on the text field.
  11. Type in a name for the search criteria.
  12. Click once on the name field row.
  13. The new search filter name is at the top of the drop-down menu. 
  14. Select the new name.
  15. Click Save.
  16. The new filter is at the top of the Filter drop-down menu.
  17. The filter is ready to be used. It will show the matching applications under Results.


  

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