Advanced Workflow - User Essentials

Accessing Existing EC Records – Searching

After configuring the EC Search Form’s settings, users can [ Save ] and therefore [ Load ] defined search filters to repetitively use the desired reports as needed:

Selecting the [Save] Button prompts the user to save the current search/filter settings of the EC Search Form as a .EC_SEARCH file within the user’s default folder (but the user can navigate to an alternative folder). The user is responsible to provide an identifiable name for the file:

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