Filtering Journal Template Lists on the Web

You can filter the list of journal templates to display in the templates list. This enables you to find specific templates easily based on selected criteria. You can filter the list by entity, label, group, and description. You can enter text filters, including the % symbol as a wildcard, or you can leave a text box blank to avoid filtering on the text.

Note:

Depending on the setup of your database, text boxes for journal filters might be case-sensitive. For example, filtering with “testgroup” might return different results than filtering with “TestGroup.”

  To filter template lists:

  1. From the Journal Templates page, select Standard or Recurring.

  2. Click Filter and select the Filter tab.

  3. To filter by entity, enter an entity name or click Browse and select an entity.

  4. To filter by label, group, or description, enter text or use the % symbol as a wildcard.

  5. Click OK.

  6. Optional: To restore the list to its default status, click Restore Defaults.