how to add a free text filter for the name in jour...
# ask-stanley-ai
n
how to add a free text filter for the name in journal entry saved search
c
AI generated answer (using internal Slack threads):
To add a free text filter for the 'Name' in a Journal Entry saved search, you can follow these steps: 1. Navigate to the saved search you want to modify. 2. Go to the 'Criteria' tab. 3. Click on 'Filter'. 4. In the 'Field' dropdown, select 'Name'. 5. In the 'Operator' dropdown, select 'contains'. 6. In the 'Value' field, input the text you want to filter by. 7. Click 'Set' to apply the filter. This will filter the saved search results to only include Journal Entries where the 'Name' contains the specified text. Remember, the 'Name' field in a Journal Entry typically refers to the entity associated with the entry, such as a customer, vendor, or employee. If you want to filter by a different field, you would need to select that field instead of 'Name'. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820404291
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817287445
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808926463
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