WHAT IS THE TIP?
💡If you’ve ever found yourself re-adding column filters after leaving a screen or going back from a result, then this tip is going to be a game changer. You can now ensure your table layout filters stay on across sessions and searches - no more starting from scratch!
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How to Use Column Filters
💡 In many places across the system (like viewing applications, opportunities, or events), you can add filters to your table layouts for quicker searches.
How to Turn on Filters:
- Open a table layout (e.g. viewing all applications).
- Click Filter Results and select Show Column Filters.
- This adds a filter to the top of each column for quick searching.
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📌 Pro Tip: You can filter by any column, whether it’s candidate names, status, or vacancy details.
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The Time-Saving Development: Filters That Stick!
💡 We heard you - re-adding filters every time you leave a screen was a pain. So now, with a simple tweak to your profile preferences, you can make sure your filters stay on until you switch them off. Here’s how:
- Go to your Profile in the top right corner.
- Click Preferences.
- Toggle Save Datatable Column Filters Between Sessions to ON.
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Now, when you apply filters, they’ll stick! Even if you leave the screen by going into a record, your filters will remain in place when you come back. It’s like hitting the ‘pause’ button on your filter settings.Â
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🔧 Use case: When shortlisting candidates or reviewing multiple opportunities, using column filters allows you to easily search through specific criteria. Let’s say you’re filtering for candidates in the "Interview" stage - apply the column filter, go into a candidate record, and when you return, the filter is still in place! No need to re-filter every time.
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😊 Try turning on your Save Datatable Column Filters today and see how much time it saves you! It’s a simple switch that can have a big impact, especially if you’re working through long lists of candidates or vacancies. Need help setting this up? Reach out to your Customer Success Manager, and we’ll guide you through!
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BENEFITS
- Time saver: Your filters are saved across sessions, no need to reapply.
- Efficiency: Makes shortlisting and reviewing records quicker and smoother.
- User control: Switch the filters on/off depending on your needs.
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CONSIDERATIONSÂ
- If you disable this setting, you’ll have to manually re-add filters when navigating back to a screen.
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COSTS
This feature is part of the standard product offering.
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NEXT STEPS
Speak to your Customer Success Manager for more guidance and information.
