Add Section Filters to a Custom Detail View
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- Click
>Layout Manager.
- From the Layout Manager header, select the following:
- Category of Work
- Type of Task
- View Type of Detail View
- From the View field, select an existing view
The Section Filter button is only available on the Task Detail view.
- Go to the section header where you want to add filters and click
.
- Select an Asset Type and Activity combination.
- Click +.
- Click Apply.
- Click Save.
The section header turns blue, and a badge displays the number of filters applied to the section.