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Search filter

Under the menu option System configuration - Search filter, it is possible to specify the options that should be in the drop-down list Customised status on the search form in the invoice application.


The purpose of this drop-down list is to be able to filter the search result based on more parameters than those in the drop-down list Invoice status.


View existing search filters

Click the View button to list the filter options available in the application.


Add search filter


If you want to add a new Search filter, contact us by registering a ticket in the customer portal


Edit search filters

To edit a filter, click on it in the list, the same form as when a new filter is opened, but with the information filled in. Make changes and click Save


The following must be specified:

FieldDescription
NameName of the filter
DescriptionThe description of the filter is shown on the search form
SQL for active invoicesEnter the SQL query that retrieves the correct invoices from those that are active.
SQL for already processed invoicesEnter the SQL query that retrieves the correct invoices from those that are archived.
CompanyChoose whether the filter should be in all companies or just one. The System option (all companies) means that you do not have to set up the same filter in each company separately. However, it is only possible to search in one company at a time on the search form.


Delete search filter

To delete a search filter, click on it in the list and then click Delete.