Customizing the Left Sidebar

Click the gear icon below the Search button to open the Customize Filter Sidebar window, where you can choose which fields to display in the left sidebar search tool and adjust their order. After making changes, click Save.

Filtering by Record Lock Status

In addition to display fields, you can add Record Lock Status to the Selected Fields in the Customize Filter Sidebar.

Once added, you can filter records by Locked or Not Locked from the left sidebar.

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Customizing the Left Sidebar

Filtering by Record Lock Status

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