How to Find Applications Faster

Overview

Cloudpermit has search functionality built directly into it. On Cloudpermit, authority users can use various search filters to help them identify and find different applications quickly. Furthermore, authority users can create saved filters to use in the future. This article will discuss the search tools available to authority users. More specifically, this article will discuss the following search tools:

  1. Application search bar
  2. Filters
  3. Saved Filters
  4. Sort

Application Search Bar

To help find a specific application, Cloudpermit includes a search bar. The search bar is included under Applications. Authority users input the following information into the Applications search bar to help them find specific applications:

  1. Municipal address of an application
  2. Permit number of an application

To use the Applications search bar, please follow the instructions below:

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Scroll down to the Applications tile. A screenshot is included below. 
  3. Input the one of the following in the search bar
    1. Municipal address of an application
    2. Name of a street 
    3. Name of an applicant or property owner
    4. Permit number of a specific application
  4. Select the correct application from the applications Cloudpermit returns

Filters (How to Create and Save Filters)

How to Create Filters

Cloudpermit’s built-in filter functionality is another great tool to find specific applications available to authority users. To use Cloudpermit’s built-in filter functionality, please follow the instructions below:

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Scroll down to the Applications tile
  3. Click on the Filter button, which is located on the right side of the Applications tile. The Filter button is circled in red on the image below. 
  4. Select a Variable
    1. To select a variable, please click on Application category and select one of the available options.
  5. Select a Value(s)
    1. To select a Value(s) please click on select a value and check off one or more of the available options.
  6. Add Additional Variables and Values(optional)
    1. Users can add additional Variables and Values for even more refined filters, however, this is optional
  7. Click Apply & close

How to Save Filters

  1. Create a Filter
    1. To do so, please follow steps 1 through 6 of the instructions above under the heading How to Create Filters
  2. Click the Save button
    1. The Save button is located near the bottom left of the Filters tile. The Save button is circled in red on the image below. 
  3. Input a Filter Name
  4. Click the Save button
    1. The Save button is located between the Cancel and Delete buttons

How to Select and Apply a Saved Filter

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Scroll down to the Applications tile
  3. Click Saved filters
  4. Select an existing saved filter

How to Use the Sort Function

In conjunction with filters, authority users of Cloudpermit can use the sort function to help find specific applications quickly. The sort function allows authority users to sort through applications using one of the following criteria:

  1. Recently created first
  2. Oldest created first
  3. Recently submitted first
  4. Oldest submitted first

To use the sort functionality of Cloudpermit, please follow the instructions below:

  1. Log into Cloudpermit at ca.cloudpermit.com
  2. Scroll down to Applications
  3. Click the Sort button.
    1. The Sort button is located under the Filter button and is circled in red on the image below. 
  4. Select one of the available options

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