Using Basic Group Search in Cartella Site Settings


Prerequisites: Users require site administrator permissions to complete this task.
Note
Users require folio administrator+ permissions to the folio to use basic folio or sub-folio group search. See one of the following for details:

Users require site administrator permissions to complete this task.

Note
Folio administrators+ with permissions can use basic search for specific folios and sub-folios. See Using Basic Search for Groups via Folios for details.
Use basic search to filter groups via all columns or one column in the Group Management table. Cartella searches for entries containing the entered keyword.

To perform a basic search for groups:
  1. Log in to Cartella.
  2. Navigate to Settings > Groups.
  3. Optional: Select a header in the drop-down list to search in a specific column.

    Use Basic Group Search

  4. Enter the keyword in the Search field.
    Search results display in the Group Management table.

    Basic Group Search  Results

    Note
    Click Clear Search to clear the search.

    Clear Search