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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 the Search Tool
The Search Settings are useful to act on the displayed data.
Copying Link
Share your page with filter(s) applied.

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
    - Using the Search Tool
      The Search Settings are useful to act on the displayed data.
      - Saving a Search with Filters
        Save a view with filters and find it back at any time.
      - Copying Link
        Share your page with filter(s) applied.
      - Counting Records
        Count the quantity of records displayed according to the filter(s) applied.
      - Running Latest Search
        Perform your last search with only two clicks.
      - Running Search Settings
        Configure your Search Settings to use them by default for your future search.
    - 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

Copying Link

Share your page with filter(s) applied.

To display the Search Options, click the magnifying glass at the top left corner or use the shortcut MAJ + /.
Click the three dots at the top right corner and click Copy Link.
Paste the link in a new tab or share it.