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
.