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    SC | How-To Create an InfoPlus Smart Filter

    InfoPlus Smart Filters

    InfoPlus Knowledge Base Article: How to Create and Manage Smart Filters


    A Smart Filter is a saved search within a table. Smart Filters are the foundation of Building Blocks in Infoplus. 

    If you frequently search for the same records, create a Smart Filter to run the search easily and quickly. For example, if you regularly search for processed orders over $500, save the search as a Smart Filter. You can even make the Smart Filter a favorite to access it from the Dashboard. The Smart Filters button appears at the top of every table.
    After selecting a Smart Filter in a Table, the name of the Smart Filter will display next to the Table name, similar to this:
    • To save the Smart Filter with a new name, click the Save As button. 
    • To clear the Smart Filter, click the drop-down arrow to the right of "Save As" and select Clear. 
    • To see the search criteria used in the Smart Filter, click Details.
    1. 1

      Open / Login to InfoPlus

      Use the link below to log in into InfoPlus

      InfoPlus Login Page
    2. 2

      Navigate to the Table in InfoPlus

      1. Navigate to the Table in InfoPlus that you are looking to make a Smart Filter for.
        • For example, if you are looking to set up a smart filter that only looks at new Return RMAs, navigate to the ASN or Item Receipt Table

    3. 3

      Search or Filter the Table

      Once on the table that fits your need, use the filters to search for the fields that are important to you.
      • For example, if you are looking to see only Return RMAs, use the Po No field and the Advanced dropdown to filter by:
        • Po No - Starts with - "RMA"

    4. 4

      Save the Search as a Smart Filter

      1. Either click the Save As button next to the name of the Smart Filter in the top left of the Table, or click the Smart Filters drop-down menu and select Save.
    5. 5

      Name the Smart Filter

      After selecting 'Save As', you will be asked to Name the Smart Filter. Create a unique name and then select 'Save'
      • The Smart Filter will be available in this table’s Smart Filters drop-down menu.


    6. 6

      What can be done with a Smart Filter?

      After creating a Smart Filter, here are a few things you can do with them: