How do I sort for and search for templates?

To view all templates currently available to you, go to “Setup”, then “Asset Management”, and then “Templates”. 

 

Template Gallery Search Controls:

A. Sort by Template type

B. View all templates/user bookmarked templates/user archived templates

C. Keyword Search

D. Sort by "Search Filter" and "Search Filter Category"

 

 

 

• Related Articles

• How do I create an advanced search list for opportunities?

  If you are managing a large number of Opportunities, an automated search list can allow you to easily sort your opportunities based on whatever parameters you set. Note: On the Bridge platform, clients can personalize menu navigation to better suit ...

• How do I create a search filter category?

  To create filter categories Go to Setup > Asset Management > Filter Management > Filter Category. Select between Solutions, Organizations, Products, Assets or LMS and click on the Create Category button. Enter a Category Name and use the dropdown ...

• How do I tag multiple templates with a filter?

  In order to add a filter to multiple templates at once Go to Setup > Asset Management > Templates. Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant ...

• How do I assign search filter tags to a user or contact list?

  Go to Connections > Lists Use the tabs to navigate to the page with the relevant list type. (The types of lists available will vary depending on your user permissions), and then select the list that you wish attach a search filter to. Click on the ...

• How to add/delete filters from Filter Management and Filter Category?

  Introduction: This article will delve into the intricacies of filter management within the assets. However, in this article we will see how to manage the filters in a Learning Management System (LMS), specifically focusing on distinguishing between ...