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Filters and searching help topics

Creating New Filters

If you want information in a certain page to be displayed in a specific way, you can create your own My Filter. By selecting the My Filters from the menu dropdown, the page you are in will display information.

How to set a primary filter on My Tasks page

Step-by-step guide to set a primary filter on My Tasks page.

Searching for records in Accela

Sep-by-step directions to perform the following functions:

  • Search for records
  • Perform a Global Search
  • Use Filters
  • Use the Launchpad Recent Record List
  • Reference Data Lookup from the Launchpad

Using Global Search

Tips for using the global search feature.