A Smart Filter is a saved search within a table. Smart Filters are the foundation of Building Blocks in Infoplus. 


If you frequently search for the same records, create a Smart Filter to run the search easily and quickly. For example, if you regularly search for processed orders over $500, save the search as a Smart Filter. You can even make the Smart Filter a favorite to access it from the Dashboard. The Smart Filters button appears at the top of every table.



After selecting a Smart Filter in a Table, the name of the Smart Filter will display next to the Table name, similar to this:


  • To save the Smart Filter with a new name, click the Save As button. 
  • To clear the Smart Filter, click the drop-down arrow to the right of "Save As" and select Clear. 
  • To see the search criteria used in the Smart Filter, click Details. 


The Table will remember your last search every time you return to the Table until you log out of Infoplus.


Create a Smart Filter

  1. Access the table and perform the search that you want to save as a Smart Filter.
  2. Either click the Save As button next to the name of the Smart Filter in the top left of the Table, or click the Smart Filters drop-down menu and select Save.
  3. Type a name for the Smart Filter.
  4. Click OK. The Smart Filter will be available in this table’s Smart Filters drop-down menu.



Run a Smart Filter

  1. Access the table containing the saved Smart Filter.
  2. Click the Smart Filters drop-down menu and select the Smart Filter you want to run. The table will display the saved Smart Filter’s search results. The Smart Filter name will appear in parentheses next to the table name.



Clear a Smart Filter

  1. If you want to clear a Smart Filter that you applied to a table, either click the drop-down arrow next to the "Save As" button and select Clear, or click the Smart Filters drop-down menu and select Clear Current Smart Filter.  

Edit a Smart Filter's Criteria (and keep the existing name or give the edited version a new name)


NOTE: If you want to view a list of the criteria used in a Smart Filter, run the Smart Filter and then click the Details link that appears next to the name of the Smart Filter in the top left of the table. The criteria (including any sorting applied) will display in a blue box. Here's an example:


  1. To edit a Smart Filter, run the Smart Filter. Here are two of the ways to run a Smart Filter:
    - From within the Table containing the Smart Filter, click the Smart Filters drop-down menu and select the Smart Filter.
    - From the Manage Smart Filters window, rest your mouse on the Smart Filter and then click the double arrows icon () at the end of the row. Select Run Smart Filter.
  2. Add or remove search criteria as needed.
  3. Click the Smart Filters drop-down menu and select Save.
    NOTE: If you want to give the Smart Filter a new name, either select Save As from the Smart Filters drop-down menu or click the Save As button next to the Smart Filters name in the top left, and enter a new name for the Smart Filter.
  4. Click Save through the confirmation message. The Smart Filter will be updated/saved.

Delete a Smart Filter

  1. Access the Manage Smart Filters screen.
    From within a table, select Smart Filters > Manage Smart Filters; or
    From a page displaying the Favorite Smart Filters section, click the gear icon () next to the section and select Manage Smart Filters. 
  2. Rest your mouse on the Smart Filter and click the double arrows icon () that displays at the end of the record.
  3. Click Delete. 
  4. Click OK through the confirmation message. The Smart Filter is no longer available in Infoplus.

Audit a Smart Filter
To display a list of actions taken on the Smart Filter.
  1. Access the Manage Smart Filters screen. Two ways:
    From within a table, select Smart Filters > Manage Smart Filters; or
    From a page displaying the Favorite Smart Filters section, click the gear icon () next to the section and select Manage Smart Filters. 

  2. Rest your mouse on the Smart Filter and click the double arrows icon () that displays at the end of the record.

  3. Click Audit. The Audit log appears. Here's an example:


  4. To download an Excel file of audit data, click the Download Report button. See Audit a Record for more information on downloading audit data.

  5. Click the Close link to close the window. 


A Note about Order Smart Filters that are used with Triggers


When orders are loaded into Infoplus they initially land with a status of "Pending".  Orders stay in Pending status until all possible triggers have ran against the order, then move to On Order status.  A good rule of thumb to follow is to have a smart filter always consider orders in Pending status if you have a trigger that updates these orders upon insert.  See the Create/Manage Triggers article for more information about using triggers to edit orders.