Enhance data visibility and streamline entity management by utilizing granular filters to locate specific Custom Registration Types within seconds.
Overview
The Custom Registration Type filter provides precise control over registration lists, specifically for items categorized under the "Other" type or types that require more flexibility. This functionality allows for limitless selections to tailor views according to specific organizational needs.
Availability: All customers.
Note: Refer to the Edit Columns in Registrations Table article to understand how to surface the "Custom Registration Type" as a column in the Registrations table.
Enable the Custom Registration Type Filter
Navigate to the Entities section and select a specific Entity
Access General > Registrations from the left-hand navigation menu
Click the Filter dropdown located on the right-hand side of the Registrations page
Select Other (or any type except Foreign Qualification or EP Registration) within the Registration Type dropdown to reveal the Custom Registration Type field
Apply and Save Custom Filters
Click the Custom Registration Type dropdown
Select one or multiple Custom Registration Types from the list
Choose additional criteria such as Status, Jurisdiction, or Jurisdiction Region to further refine the results
Click Apply to update the list of Registrations
Select + Save Filter to retain these settings for future use
Enter a name in the Save Filter modal and click Save
Access the saved configuration via the dropdown menu on the left side of the Filter button
Your registration list will now display only the Registrations that match your selected Custom Registration Types, providing a more detailed and tailored view. This feature is particularly beneficial for clients managing long lists of Registrations with various Custom Types.