How to set up custom search filters

You can create your own search filters for each Cloudpermit product and save them in the "Search" section of the dashboard. 

  1. In the "Search" section, select the product to which you want to apply a search filter.
  2. Select search criteria from the drop-down menus. The number of your selection is not limited.   
  3. Click "Save Search."
  4. Create a filter name for your search criteria selection.
    Option 1: Select any current filter name in the drop-down menu list and use it. It will override the existing content with the new search criteria selection.
  5. Click "Save."
  6. The saved filter appears in the "Filter" drop-down menu on the right.
  7. Option 2: After selecting the search criteria, click "Save Search."
  8. Click once on the text field. Enter a name for your filter ("My Newest Search" used as an example). 
  9. Click again on the name field row. The filter name appears now at the top of the drop-down menu.
  10. Click "Save."
  11. The new filter has been saved and it appears at the top of the "Filter" drop-down menu on the right.
  12. Select a filter from the "Filter" drop-down list. It will display the matching data on the map view by default under "Results." If you want to see the workspace cards displayed, switch to the "List" view.

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