Create and Save a New Filter Configuration
Learn how to create a custom filter configuration in QuoteCloud by applying filter criteria and saving the configuration for future use. Custom filters help you quickly access frequently used document views and improve workflow efficiency.
Steps to create and save a new filter configuration
Apply your first filter
Begin by applying a filter to the document list. In this example, a filter is applied using the document title field to narrow the displayed records.Navigate through available columns
Use the horizontal scrollbar to move across the document table and access additional filterable columns and fields.Apply additional filters
Add more filtering criteria as needed. For example, you can filter by document value, date fields, consultants, statuses, destinations, or other available columns.Configure filter values
Set the desired filter parameters. Depending on the field, you may enter values directly or use controls such as sliders to define a value range.Save a new configuration
In the Custom Filters section, click Save new configuration to save your current dashboard filter settings.Enter a filter name
Provide a descriptive name for the new filter configuration so it can be easily identified later.Save the configuration
Click Save to store the dashboard configuration and create your new custom filter.Access your saved filter
The new custom filter becomes available within the Custom Filters section and can be selected whenever you need to reuse the same filter configuration.
FAQs
What is a filter configuration in QuoteCloud?
A filter configuration is a saved set of filter criteria that allows you to quickly display a specific group of documents without recreating filters each time.
How do I create a new filter configuration?
Apply one or more filters to the document list, then click Save new configuration in the Custom Filters section.
Can I use multiple filter criteria in one configuration?
Yes. You can combine multiple filters such as document title, value ranges, dates, consultants, statuses, and other available fields.
Where is the Save New Configuration option located?
The option is located within the Custom Filters section of the Dashboard navigation panel.
Do I need to name my filter configuration?
Yes. A unique name helps distinguish the configuration from other saved filters and makes it easier to find later
Can I filter by document value ranges?
Yes. Value-based filters can be configured using sliders or by entering minimum and maximum values directly.
What happens after I save the configuration?
The filter is added to the Custom Filters section and can be applied with a single click whenever needed.
Can I edit a saved filter later?
Yes. Existing custom filters can typically be updated using the Resave with Current Settings option.