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Search for and Apply Filters to the Change Events Tool

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Objective

To use the search feature and apply filters to a project's change events. 

Background

The search feature helps you find change events that contain information matching your keyword search. You can also apply filters to narrow the items in view. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Change Events tool.

Prerequisites

Steps

Search for Change Events in Each Tab

  1. Navigate to the project's Change Events tool.
  2. Click one of the tabs where the search feature is available:
     Note
    The search feature searches each tab separately. For example, if the Detail tab is active when you perform a search, Procore only searches the Detail tab for matches. 
    • Detail.
    • Summary.
    • RFQs.
    • Recycle Bin.
  3. Press ENTER or click the magnifying glass icon-search.png icon to start the search.
    If matches are found, Procore refreshes the page to show only items matching your search criteria. If not matches appear, a message appears to let you know there are no matching items. 

Apply Filters to the Change Events Tool

You can apply different filters to your change events table.

  1. Navigate to the project's Change Events tool.
  2. Click one of the tabs where the search feature is available:
    • Detail.
    • Summary.
    • RFQs.
    • Recycle Bin.
  3. Click the Add Filter drop-down list and choose one of the available options. 
     Note
    add-filters2.png