---
title: "Configure Customer"
slug: "configure-customer-crescendo"
updated: 2025-04-21T12:22:30Z
published: 2025-04-21T12:22:30Z
canonical: "help.symphonysummitai.com/configure-customer-crescendo"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Customer

To configure a Customer, Domain and Sub Domain is required. The selected platform components from the list page is auto populated on the configuration screen.

- [Configure Customer](/summit-platform/docs/configure-customer-crescendo#configure-customer)
- [Manage Configured Customers](/summit-platform/docs/configure-customer-crescendo#manage-configured-customers)

## Configure Customer

To configure a Customer, perform the following steps:

1. Log in as a Super Admin and select an Application. Example: Service Management, Asset Management etc.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/super admin login.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: App Portal
2. Click settings icon![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/settings icon(2).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)and select **Platform Studio**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/select platform studio.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Application Dashboard
3. Navigate to **Access Control Center** > **Customer.** Customer list page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/customer(5).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Customer
4. Select Domain and Sub Domain from the dropdown on the Customer list page and click **New** to add a new customer in the Application.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/select domain and sub domain(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Customer List Page
5. Enter the details in the Customer screen.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Add Customer.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Add Customer For more information, refer to the following Field Description:

| Field | Description |
| --- | --- |
| Domain* | Domain value is auto populated from the selection on List page. However, this value can be changed on the configuration screen from the dropdown. |
| Sub Domain* | Sub Domain value is auto populated from the selection on List page. This value can be changed from the dropdown. List provides Sub Domains configured under the selected Domain. |
| Customer Name* | Enter the **Customer Name** in the text field. The name should be unique and can have up to 200 characters. This is a mandatory field, it is usually the name of the Organization. |
| Parent Customer | Select **Parent Customer** from the dropdown list. If the customer on parent field is linked to another parent customer then the parent tree is displayed below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/parent customer.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) > [!NOTE] > Note > > For the first configuration, the Parent Customer will be blank. From the second Customer configuration onwards, the Parent Customer dropdown will start having configured Customers in the dropdown list. |
| Contact Person | Enter the **Contact Person** name for the Customer. This text field can have up to 200 characters. |
| Designation | Select the **Designation** for the Customer from the dropdown list. The values listed in the dropdown are from common master and they are system defined. For more information, refer to [Common Master](https://help.symphonysummitai.com/summit-platform/docs/creating-master-type). |
| Mobile Phone | Select the Country Code and then enter the **Mobile Phone** number of the Customer. > [!NOTE] > Note > > The first two numerical characters represent the country code and the next ten characters represent the Mobile Phone number of the Customer. |
| Work Phone | Enter the **Work Phone** contact number of the Customer. This is a numerical field that should contain 12 characters. |
| Location | Select the **Location** of the customer using search functionality. Location values are obtained from the location master table and they are system defined. |
| E-mail ID* | Enter a valid **E-mail ID** of the Customer and this is a mandatory field. An email id should contain “ @ “ and “ . “ special characters. |
| Address | Enter the geographic **Address** of the Customer. This is textbox that accepts up to 2000 characters. |
| Remark | Enter any remarks about the Customer. |
| Logo | Upload the logo, a maximum size of 2MB can be uploaded. |
| Attachment | Attach File(s) for the Customer. A maximum size of 25 MB file is supported. |
| Active | Enable the **Active** switch control, this indicates that the Customer configuration is active across the application. By default, this option is enabled unless the Super Admin disables for any specific reason according to business requirement. |
| Application URL | Enter the Base URL. Example: https://apex.domain.com Consider there are three Customers configured with three different Base URLs. When a user belonging to the first Customer logs in then, the data from the other two Customers is not displayed. Hence, data privacy for each Customer is achieved. |
6. Click **Next.**
7. Select **Tenant** and **Location(s)** on the **Access Mapping** stepper screen is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Access Mapping.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Access Mapping

> [!NOTE]
> **Note**
> 
> - Access Mapping must be enabled in the **Common Masters** to configure in the Customer.
> - You can select single or multiple Tenants and their Locations. If this customization is enabled then, users will be loaded based on the Mapping.

**How Access Mapping works?**

Consider the **Access Mapping** is configured with **Tenants** and **Location**. You create a Request or a Issue, based on the **Tenant** selection, the configured Users from all the Customers mapped to the selected Tenant are displayed in the **Requestor** field.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1735638623288.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Access Mapping Functionality
8. Click **Submit** complete the Customer configuration, **Cancel** to exit the screen or **Previous** to go back to the General stepper for any changes. The configured Customer is displayed on the list page.

## Manage Configured Customers

Customer list page allows you to manage configured Customers efficiently and view quickly at a glance. This page consists of various functionalities that allow you to filter specific records which are displayed according to the content based on its fields.

A List page consists of various user-friendly interaction features within the List as follows:

- [Modify List Fields](/summit-platform/docs/configure-customer-crescendo#modify-list-fields)
- [Filter](/summit-platform/docs/configure-customer-crescendo#filter)
- [Views](/summit-platform/docs/configure-customer-crescendo#views)
- [Search](/summit-platform/docs/configure-customer-crescendo#search)
- [Export](/summit-platform/docs/configure-customer-crescendo#export)

Let us explore these various functionalities within the List page.

> [!NOTE]
> Note
> 
> The screenshots in this document section vary but the functionality remains as same.

## Modify List Fields

The Fields on the List page can be re-ordered and their visibility on the list page can be enabled or disabled according to the requirement.

To modify the list items, perform the following steps:

1. Navigate to List page.
2. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/modify icon.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)icon on the List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(32).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) Figure: Customer List
3. A list of Columns are displayed that gets displayed based on the selection.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/columns.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) Figure: Column List The following table provides more information on the column controls.

| Column Control | Description |
| --- | --- |
| 1. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/search component.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Search control will allow to search the required Field within Show Columns pop-up. Example: To search all fields that start with Create, enter the same on Search filed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/search result.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| 1. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/move component.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Re-order the columns on the List page by moving double vertical ellipsis icon within the Show Columns Pop-up window. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/show columns1.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Save** for the modified column list to take effect on the List page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/list with updated col.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cancel(3).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Cancel** to remove and exit Show Columns pop-up window. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Clear All.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Clear All** to erase the modified arrangement of the List items. |

## Filter

There are two types Filter option within a List page such as Simple and Advance, based on the requirement on data, either one can be selected to achieve the required Filtered result.

- [Simple Filter](/summit-platform/docs/configure-customer-crescendo#simple-filter)
- [Advance Filter](/summit-platform/docs/configure-customer-crescendo#advance-filters)

### Simple Filter

Every column on the list page has a dedicated Filter option which is beneficial to obtain the required filtered data. This is achieved using Simple Filters, based on the data type of the column the filter options are displayed for every column. Simple Filter is represented using a funnel icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filter funnel.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)on the List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sim fil.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Simple Filters on List

The following table represents the fields within the Simple Filter.

| Filter Condition Fields | Description |
| --- | --- |
| 1. Match Conditions | The top field within Simple Filters is about Matching condition. If the Data Type is of String, Numeric, Date Field, or Dropdown then the following options are displayed in the dropdown: - **Match All**: Selecting this will display all the Matched search criteria from the List page. - **Match Any**: Selecting this will display any of the Matched criteria from the List page. |
| 1. Conditional Operator | The second field will allow the user to build the condition in order to match the Filter criteria. The list depends on the data type of the column field. For more information, refer to [Data Types and Operators for Filters](/summit-platform/docs/configure-customer-1#data-type-and-operators-for-filters). |
| 1. Text Area | Enter the required data value for which the Filter must imply. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716877861681.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Apply** for filter to take effect on the List page. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/clear button.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Clear** to erase the Filtered resulted. |

> [!NOTE]
> Note
> 
> The user can apply multiple Simple Filters within a List page until the required filtered result is achieved.
> 
> **Multiple Simple Filters**
> 
> 1. Click funnel icon and select **Active** to filter only active templates on the List page.
> 
> ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/first sim fil.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Simple Filter - First Level
> 2. Click funnel icon and enter the template name in the text field to list the required notification template.
> 
> ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sim fil 2.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Simple Filter - Second Level
> 3. Click **Apply** to view the filtered notification Template.
> 
> ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sim fil 3.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Multiple Simple Filters

## Advance Filters

Along with the advanced features, the Advance Filters within the List page provides functionality from the Simple Filters as well. To learn more about the usage of Advance Filters on the List, refer to the following:

- [Simple Filter versus Advance Filter](/summit-platform/docs/configure-customer-crescendo#simple-filter-versus-advance-filter)
- [Advanced Filter](/summit-platform/docs/configure-customer-crescendo#advanced-filter)

#### **Simple Filter versus Advance Filter**

The following table provides insights into using Advance Filters over a Simple Filter. The additional features that it provides to achieve efficient Filtered result.

| Filter Feature | Simple | Advance |
| --- | --- | --- |
| Ability to Select field | Yes | Yes |
| Ability to Select operator based on field | Yes | Yes |
| Ability to Select value based on field & operator | Yes | Yes |
| Ability to Add multiple filters | Yes | Yes |
| Ability to Delete filters | Yes | Yes |
| Ability to define AND Relationship between filters | No | Yes |
| Ability to define OR Relationship between filters | No | Yes |
| Ability to Group filters | No | Yes |
| Ability to define AND / OR Relationship between groups | No | Yes |

#### **Advanced Filter**

In the Advance Filter apart from Simple Filter features, there is more flexibility and added efficiency in using Advance Filters. Lets dive into exploring the features of Advance Filter.

**Simple Filter as part of Advance Filters**

To apply Simple Filter as part of Advance Filter option, perform the following steps:

1. Select **Tenant** tab and click filters icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filter funnel(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)on the List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/123.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Notification Designer Filters
2. Click **+ Add Filter** to add a new Filter.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add fil(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Add Filter
3. Select Field Column from the List page items.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sel fil.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Filter List
4. Enter the required value for the selected Field Column.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add fil 2.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Filter Set The following table describes the Filter fields:

| Filter Fields | Description |
| --- | --- |
| 1. List Item | This specify the Field column from the List page. |
| 1. Conditional Operator | Select Operator, based on the data type of the selected Field Column, the conditional operators are displayed. For more information, refer to [Data Type and Operators for Filters.](/summit-platform/docs/configure-customer-crescendo#data-type-and-operators-for-filters) |
| 1. Input Area | Enter value based on the selected List item and Operator. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete icon(5).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Delete the added Simple Filter set using the delete icon. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Add Filter (2).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click on **+ Add Filter** on top of Filters, this will allow to create multiple Simple Filters within. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add fil 3.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Multiple Simple Filters |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Apply button on SF.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Apply** to take the effect of Simple Filter. Upon performing this Action, the number of Filter criteria applied is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/criteria applied(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Applied Simple Filter |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Cancel button on SF.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Cancel** to exit the Simple Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click **Yes** to exit or **No** return to the Filter. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/confirmation.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Cancel Simple Filter Confirmation Message |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/clear all on SF.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Clear All** to erase the added Filter Set. |

**Advance Filter**

The Advance Filter is available within the Filters, it provides detailed results that uses grouping and logical operators to produce required result.

To apply Advance Filter within Filter, perform the following steps:

1. Select **Tenant** tab and click funnel icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filter funnel(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)on the List page.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/123.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) Figure: Filter on List
2. Filter popup is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1729257659010.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Filter Pop-up
3. Click Advance Filter (+Filter icon)![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/adv filter icon.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) on the top right within Filter.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/adv filter.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Advance Filter
4. Click **+Add Filter Set** to insert a Advance Filter.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Advance Filter through funnel.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Advance Filter
5. Enter Field Operator and Value for the added Filter Set.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/adv filter with filter set(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Advance Filter Filter Set The following table provides details about the Filter Set:

| Field | Description |
| --- | --- |
| Field | Select Field from the dropdown. These are the field items on the List page for which filter is applied. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add fil set(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Field List on Advance Filter |
| Operator | Select Operator for Filed value, based on the selected data type the Operators are displayed. For more information, refer to [Data Type and Operators for Filters.](/summit-platform/docs/configure-customer-crescendo#data-type-and-operators-for-filters) |
| Value | Enter value or select value for the Field which fulfills the operator condition. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Add icon(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click Add icon to insert additional Filter Set. Upon performing this action multiple Filter Sets can be selected and grouped using logical operators. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/adv fil.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Advance Filter The following table provides functionality of Group, Ungroup and Delete buttons: \| Action Buttons \| Description \| \| --- \| --- \| \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Group.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) \| Click **Group** to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are **AND** and **OR**. They can be changed using the dropdown. Any combination between the filters can be flexibly applied. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/operators(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) \| \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete grouping.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) \| Click **Delete** to remove the added Filter Set. \| \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ungroup.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) \| Click **Ungroup** to remove the operators between Filter Sets. \| |
| Action Buttons | Description |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Group.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Group** to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are **AND** and **OR**. They can be changed using the dropdown. Any combination between the filters can be flexibly applied. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/operators(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete grouping.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Delete** to remove the added Filter Set. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ungroup.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Ungroup** to remove the operators between Filter Sets. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/delete icon(6).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click Delete icon to remove the added Filter Set. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Apply button on SF(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Apply**, to see the Filter effect on the List page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/added view(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Cancel button on SF(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Cancel** to exit the Advance Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click **Yes** to exit or **No** return to the Filter. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cancel message.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/clear all filters button.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Clear All Filters** to erase the filtered data. |

### Data Type and Operators for Filters

For both the Simple and Advance Filter the Data Types and Operators apply the same.

**Data Type and Operators for Filters**

| Data Type | Operator |
| --- | --- |
| String | If the Column Field is of String Type then the following conditional operators are displayed: \| - Starts With \| - Ends With \| - Contains \| - Not Contains \| - Equals \| - Not Equals \| \| --- \| --- \| --- \| --- \| --- \| --- \| |
| - Starts With | - Ends With | - Contains | - Not Contains | - Equals | - Not Equals |
| Date Field | If the column on the List page is of type Date Field, then the following operators are displayed: \| - Date Is \| - Date Is Not \| - Date is Before \| - Date is After \| \| --- \| --- \| --- \| --- \| |
| - Date Is | - Date Is Not | - Date is Before | - Date is After |
| Numeric | When the column on the List page is of type Numeric, then the following operators are displayed: \| - Equals \| - Not Equals \| - Less than \| - Less than or Equal To \| - Greater than \| - Greater than or Equal To \| \| --- \| --- \| --- \| --- \| --- \| --- \| |
| - Equals | - Not Equals | - Less than | - Less than or Equal To | - Greater than | - Greater than or Equal To |
| Checkbox | If the column on the List page is of type Checkbox, then the following actions can be performed. \| - Select \| - Clear \| \| --- \| --- \| |
| - Select | - Clear |

## Views

The View functionality within the List page allows you to save Filters using a View Name. When a filter is created to generate the required filter result the same is saved using a View Name. This adds efficiency while working on Lists, the user can navigate to Views and select the View to re-view the Filter result on the List page.

- [Add View](/summit-platform/docs/configure-customer-crescendo#add-view)
- [Edit or Delete View](/summit-platform/docs/configure-customer-crescendo#edit-and-delete-view)

### Add View

To save Filters as View, perform the following steps:

1. Select **View** and then select **+Add New View**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add new view(8).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: View
2. Filter pop-up window is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add fil(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Filter pop-up window

To Add Filters, refer to [Filter](/summit-platform/docs/configure-customer-crescendo#filter).
3. After adding Filter, click **Save as New View**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/added view(2).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: New View
4. Enter **View Name**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save view.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)

Figure: Save as New View The following table provides details about the Save View Fields screen.

| Save View Fields | Description |
| --- | --- |
| View Name | Enter **View Name**. Example: If a Filter is applied for Incident assignment, you can name the View as *Inc assignment*. Else if a filter is Applied for Active Templates, it can be saved as Active View. |
| Set as Default | Select **Set as Default** checkbox, to view the saved view on the List page every time. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Save(1).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Save** to add the view to the view list. Upon performing this action, **New View** is applied to the List page and added successfully to the View list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/saved views.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cancel(4).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click **Cancel** to return to List page. |

Upon configuring Filter, it is displayed on the View List, the same is edited or deleted from the View.

To Edit or Delete a View, refer to the following:

### Edit and Delete View

To edit a view refers to, edit the name given to an added filter. To change or modify the view name, perform the following:

Select **View** and hover on the view. A list of Views are displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit view.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: View List

The following table provides action icon details.

| Action Icon | Description |
| --- | --- |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/pencil icon.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click pencil icon to edit the View Name and **Save** to update the name on View List or cancel the edit action. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit view1.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/del icon(3).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) | Click delete icon to remove the view from the View List. Upon performing this action a confirmation message is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/del view.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) |

## Search

The Search feature allows you to look for configured records. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/search.jpg?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D) search icon on the List page, enter the name of the record you are searching for, and the application will show the results in the dedicated result section for the specified record.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/search(3).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Search Component on List

## Export

The Export button allows you to export the list page data into a downloadable file in the excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Export.jpg?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)the export icon on the List page and navigate to the following options to download the List data as an Excel file.

- **Export Current Page** : Select **Export Current Page** to download the on screen displayed List data.
- **Export All** : Select **Export All** to download the entire List data.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/export to excel(4).png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A39%3A33Z&se=2026-10-31T14%3A39%3A33Z&sr=c&sp=r&sig=JIERl4A0ZMvp95vL5Jjq7%2FMSh5cqgLlId8P2Q0XbJX0%3D)Figure: Export List