Searching Document Type

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Searching Document Type

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To search the document type, perform the following:

 

1.On the application home page, in the left pane, click Master Document Type. The Document Type workbench appears on the right pane like the one shown below:

 

document_type_workbench_zoom65

 

2.In the document type master, click Filter (filter_icon) icon next to any respective column to find the required master.

 

document_type_search_zoom40

 

3.Choose Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to.

4.Enter operator Value.

5.Choose Filters logic from the drop-down menu as And or Or.

6.Choose Additional Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to, if required.

7.Enter additional operator Value, if required.

8.Click Filter. The filtered masters will be displayed below.