Keyword Filter Bar
In this article:
How the Keyword Filter Bar Works
Many screens with lists of items have a keyword filter bar,
You can type a keyword or a portion of a word to limit the list based on your search,
NOTE: plan sections do not get filtered out
Spelling a keyword incorrectly will return faulty results. For example, searching for "SaleForce" returns nothing, but "SalesForce"
"SalesForce," spelled correctly, returns the desired item. NOTE: capitalization does not affect the filter.
Common Screens with the Keyword Filter Bar
- My Plan
- My Meetings
- Dashboards
- Ideas
- Plan Board
Other Articles:
Access/Security:
Any user with access to a screen can use the screen's keyword filter bar. However, if a user searches for an item with security that does not allow them access, the user will not find the secure item via the filter bar.