SKY Needs Document Filter Functionality
It is impossible to find documents within a request record, because I can't sort by date (only by type and THEN date), and we often have hundreds of documents. Filter is invaluable and needs to be added.
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Guest
- Dec 3 2020
- Shipped
Related ideas
@Benton thank you, I see it now.
Document filters on related records has been released for a long time now. Also, we have updated the columns on Documents by splitting out the Date and Type columns to allow for better sorting. Please review these enhancements.
This is essential for us. Without the filter the list is full of useless information. Could we at least have type of activity filter? ie External Documents, to-do's, etc.
I echo this suggestion - several of my program colleagues have requested a sort by date only, as well as a text box to filter documents like in Classic view.
This is also essential for our work. Our Treasury Department need to quickly find specific documents....this is going to add a lot of additional time to this task.
This is essential for my work. I won't be able to use Sky successfully without this.
Agreed 1000%! I use specific naming conventions to allow my team easy ways to quickly search and find documents. Not being able to search by title or partial title is adding too much time to our work days.