Search and filter custom fields
Discover how to search for and filter text, number, date, and list custom fields in WorldShare Acquisitions.
View custom fields
- On the left navigation, click Settings > Custom Fields. All custom fields appear on the Field Settings screen.
- Order Item custom fields appear under the Order Item Fields accordion.
- Invoice Item custom fields appear under the Invoice Item Fields accordion.
- Click the Field Name to view or edit the custom field. For details, see Edit custom field information.
Search with a custom text field
- Navigate to Orders > Order Items.
Or
Navigate to Invoices > Invoice Items. - Select a custom text field from the Filters drop-down menu.
- Enter your search term(s) in the text field. You can enter up to 190 characters.
- Click Search.
Search with a custom number field
- Navigate to Orders > Order Items.
Or
Navigate to Invoices > Invoice Items. - Select a custom number field from the Filters drop-down menu.
- Enter a number range in the From and To fields.
Note: To search for a specific number, enter the same number into both the From and To fields. - Click Apply.
Search with a custom date field
- Navigate to Orders > Order Items.
Or
Navigate to Invoices > Invoice Items. - Select a custom date field from the Filters drop-down menu.
- Select one of the following options:
- More than ___ days ago - Enter a number in the text field.
- Within the next ___ days - Enter a number in the text field.
- Custom date range - Enter a number range in the From and To fields or use the calendar button (
).
- Click Apply.
Search with a custom list field
- Navigate to Orders > Order Items.
Or
Navigate to Invoices > Invoice Items. - Select a custom list field from the Filters drop-down menu.
- Select one or more options from the list. To deselect an option, click the x next to the selection.
- Click Apply.