A Smart Filter is a saved search within a table. Smart Filters are the foundation of Building Blocks in Infoplus.  In this video, you'll learn how to create a Smart Filter, edit the search criteria, and manage the Smart Filter (make it a Favorite and edit the name and/or descr...

A Smart Filter is a saved search within a table. Smart Filters are the foundation of Building Blocks in Infoplus.  If you frequently search for the same records, create a Smart Filter to run the search easily and quickly. For example, if you regularly search for processed orders over $500, ...

Making a smart filter a favorite means the smart filter is accessible from the Favorite Smart Filters section of the Dashboard and the related table’s App. When clicking a favorite smart filter, the associated table will open with the smart filter applied. Make a Smart Filter a Favori...

To allow other Infoplus users to have access to Smart Filters that you create, share the smart filter. Shared smart filters appear in the same locations as they do for the original users.         Share a Smart Filter Access the Manage Smart Filters screen. Three...

Subscriptions are based on smart filters. A subscription is an email alert with smart filter results.  See Create / Manage Subscriptions for more information.

You will likely create several smart filters in Infoplus. Having a proper smart filter Name and Description helps you quickly determine what the smart filter is intended to display. Descriptive information is particularly helpful when sharing smart filters.  Here is a sample smart ...