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    • Governance, Risk, and Compliance
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    Home New York Governance, Risk, and Compliance Governance, Risk, and Compliance Risk Management Understanding Risk Management Mobile experience for GRC Risk Management Filter records with the GRC Mobile application

    Filter records with the GRC Mobile application

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    Filter records with the GRC Mobile application

    Set additional filters to limit the number of records that are displayed on a screen. Filtering records in the mobile app works like filtering with a condition builder on the Now Platform.

    Before you begin

    Role required: admin

    About this task

    Time to complete this task: 5 minutes.

    Procedure

    1. To further refine your search results, or to enter additional filter criteria on any list of records that is displayed, tap the filter icon (Filter icon.).
    2. With the Filters screen displayed, tap a field to expand it.
    3. From the options that are displayed, tap the check box or tap an item for your filter. For many of the filters, you can select more than one option.
    4. Tap the Back icon (Back icon) or DONE to save your changes to a field.
      The criteria you chose are displayed on the Filters screen. The number of records that match your criteria is also displayed at the top of the screen. Tap Clear or RESET to remove any filters and restore the default setting.
    5. (Optional) Repeat steps 1 - 4 with the Filters screen displayed to continue setting your filter criteria.
    6. Tap the intersection icon after you set all criteria to create AND conditions.Intersection icon AND.). Alternatively, tap the union icon (Union icon OR.) to create OR conditions.
    7. After you have added all the criteria you want, with the Filters screen displayed, tap DONE.
      On the screen, only the records that match your filter criteria are displayed.

    What to do next

    View the records that are displayed after your search for more details.

    Tags:

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    Release version
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      Filter records with the GRC Mobile application

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Filter records with the GRC Mobile application

      Set additional filters to limit the number of records that are displayed on a screen. Filtering records in the mobile app works like filtering with a condition builder on the Now Platform.

      Before you begin

      Role required: admin

      About this task

      Time to complete this task: 5 minutes.

      Procedure

      1. To further refine your search results, or to enter additional filter criteria on any list of records that is displayed, tap the filter icon (Filter icon.).
      2. With the Filters screen displayed, tap a field to expand it.
      3. From the options that are displayed, tap the check box or tap an item for your filter. For many of the filters, you can select more than one option.
      4. Tap the Back icon (Back icon) or DONE to save your changes to a field.
        The criteria you chose are displayed on the Filters screen. The number of records that match your criteria is also displayed at the top of the screen. Tap Clear or RESET to remove any filters and restore the default setting.
      5. (Optional) Repeat steps 1 - 4 with the Filters screen displayed to continue setting your filter criteria.
      6. Tap the intersection icon after you set all criteria to create AND conditions.Intersection icon AND.). Alternatively, tap the union icon (Union icon OR.) to create OR conditions.
      7. After you have added all the criteria you want, with the Filters screen displayed, tap DONE.
        On the screen, only the records that match your filter criteria are displayed.

      What to do next

      View the records that are displayed after your search for more details.

      Tags:

      Feedback

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