Understand predefined quick filters

Understand predefined quick filters in timeline

Quick filters make narrowing down to specific records easier. Filtering must be based on certain conditions that the user deems suitable to drill down to the records that must be displayed eventually. Choice field values and date-time field values serve as filter options. If your form contains any of these field types, the corresponding field names will be displayed in the report as quick filters.

For instance, you have a report that has details of the operation theater bookings, surgeons, and timings. The report has choice fields such as department, and operation theater. You have a case where you want to view the records of particular department that has scheduled surgeries. On clicking the filter icon, the choice field values will be displayed. You must select the department. The relevant records will appear. 

You will find the filter options in browser, phone, and tablet. In phone and tablet, selecting filter will lead you to a seperate screen wherein you need to select the parameters based on which the records must be filtered.

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