Skip to main content

Include Custom Fields in Search Bar Functionality

Feature Request

The search function on the Expirations screen is helpful, but it does not appear to support searches for custom fields.

We are using a filter as a workaround, but could this search functionality be enabled?

Thank you 🙂

Posted by Anthony Wayne ·
2 comments

Log in to comment and vote

Comments2

  • Vania Ariosa

    •

    Jul 16

    Hey Anthony, we found a work around for us that will help! We added a custom field on the “Customized” tab that we needed it on versus adding it to a document type that is specific to one. Then what you will need to do is remove it from any “Document types” you dont need- Hope this makes sense.

  • Jessica Nardone

    Team•

    Jun 11

    Right now, the search bar is meant for quick searches based on record names only. Our filter tool in the new UI is improved compared to the old UI as we have omitted the and/or steps or groups necessities - so for now the best way to narrow down a search for custom fields would be to indeed use the filter tool as all your custom fields should be there. :)