How do I Filter Custom Attributes in the Purchase Orders App?

Updated on October 6, 2022 06:10AM by Admin

The filters in the Purchase Orders App enable you to sort the purchase orders according to your business requirements. This helps you to view the required purchase orders quickly with a single click.

Note: This “Filter” option is applicable only to the following custom attributes - Dropdown, Radio button & Toggle.

For instance: Consider an employee, who wants to view the purchase orders under the Category name “Planned Purchase Orders”. In that case, filters can be used to sort the purchase orders.

Steps to Filter Custom Attributes:

  • Log in and access the Purchase Orders App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
PO - Settings
  • On the settings page, go to Customize App → Master Layout.
  • Now, click on Show All. You can view all the purchase orders in the dashboard.
  • In the column name bar, click on the Filter icon near the Category field.
  • In the filter drop-down, select the category you would like to apply the filter and click on Apply.
PO - Show All
  • Now, the purchase orders will be sorted accordingly as shown:
PO - Planned Final SS