Product: ActionOmatic
Description: This solution describes how to filter the action rows
Environment: All
Version: All

Answer:

Use filters to restrict which actions are displayed based on one or more columns.
 
Filters are accessed by clicking the down arrow in the column headers. Use the text field in the toolbar to filter on notepads.

Setting more than one filter applies all filters to the list. For example, setting the Type filter to Follow-Up and the Completed filter to No will display only those follow-up actions that have not been marked as completed.

To clear one filter, click on the down arrow in the column header and click Clear.

To clear all filters from all columns, click the Clear Filters button.

Note: Filters are not persistent and are not retained when closing and reopening the constituent record and are not shared with other users.