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Navigating the Workspace

Table of Contents

Click on a topic from the list below to learn more about this feature. Alternatively, click 'Start Guide' to view the entire guide.

Menus

  1. Menus

List Page

  1. List Page
  2. Search Bar
  3. Search Field
  4. Search on More than One Value in a Column
  5. Searching via the More Field
  6. Running a Search
  7. Filters
  8. Saving a Search as a Filter
  9. Run a Filter
  10. Delete a Filter

Details Page

  1. Attachments
  2. Upload an Attachment
  3. View an Attachment
  4. Download an Attachment

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