8.6.3 Creating Smart Filters Using the Create Application Wizard
Run the Create Application Wizard to create a new application that contains a smart filters page.
A smart filters page can include a classic report or a cards report. If you select
classic report, you can also choose to include an update form.
Tip:
If you are creating a smart filters page that displays as a report, clicking Include Form automatically creates a form page for creating or updating records. This option is not available in the Create Page Wizard.
To create an application that includes a smart filters search page:
- On the Workspace home page, click the App Builder icon.
- Click the Create button.
- Click New Application.
- Set Icon - Click Set Icon to select an application icon. The icon you select is used as the Favicon, the PWA icon, the Apple touch icon, and the App Builder icon.
- Name - Enter the name used to identify the application to developers.
- Appearance - Accept the default Theme Style and menu layout (Vita, Side Menu), or change it by clicking the Set Appearance icon adjacent to the Appearance field.
- Click Add Page and select Smart Filters.
- In the Add Smart Filters Page dialog:
- Features - Select features to include with the application. Features provide application-level functionality and can only be added once per application. To learn more, click the Help icon adjacent to Features.
- Settings - Specify settings used to generate this application. To learn more about an attribute, click the Help icon adjacent to Settings.
- Click Create Application.
Parent topic: Managing Smart Filters