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Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
Records
Manage your records and learn to use its filters in IFS Cloud.
Searching Records
Use the record filters or the search tool to make your searches easier and save time.
Using Record Filters
Applying Filters
Apply basic filters on the record(s) displayed.

Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
- Home Page
  Discover the home page screen features.
- Keyboard Shortcuts
  Help your navigation and save your time using thekeyboard shortcuts.
- Saving List Proposals as Favorites
  You can filter contents appearing in lists when completing page details, by adding some of them as favorites.
- Pages
  Manage your pages in IFS Cloud.
- Adding a Lobby to the Home Page
  You can add a lobby to your home page so that you can directly access specific information and pages linked to your tasks on IFS Cloud.
- Records
  Manage your records and learn to use its filters in IFS Cloud.
  - Displaying Records
    The same records can be displayed through different views based on what you want to see or achieve.
  - Managing Records
    Make the basics on your records: create a record, duplicate or delete one...
  - Searching Records
    Use the record filters or the search tool to make your searches easier and save time.
    - Using Record Filters
      - Applying Filters
        Apply basic filters on the record(s) displayed.
      - Saving a Filter
        Once you have applied a filter, you can save it to easily find it back for a future search.
      - Applying Filters at Page Opening
        You can configure a page so that filters are already applied to the list of records when opening it.
    - Using the Search Tool
      The Search Settings are useful to act on the displayed data.
    - Advanced Search Methods for Search Filters
      Find records efficiently using search methods.
- List View Display Settings
  Customize the data display: simplify your settings display and act on the data.
- Naming Conventions

Applying Filters

Apply basic filters on the record(s) displayed.

Click the Filter icon.
Select the filter(s) needed.
Click Apply.