Saved Filters

Saving a Filter

Any screen with a filter drawer can now save the selected filters for future use. Saved filters can be accessed from the saved filters drop-down or buttons on the header to easily switch between saved filters. Users with appropriate Admin permissions can make selected queries available to all other users. Managed by Me is a default saved filter that is available for all users.

Users can also map the name of their saved filters to a translated version of the name using the Manage Translations button. The mapped name displays when the application is viewed in the selected language.

Saving a New Filter

Use this process to save filters for easy future use and reference:

1. Click the filter icon ().

2. Set up the applicable filters.

3. Click Save As.

   

1. Enter a name for the saved query.

2. Select the applicable check boxes.

3. Click Save.

   

Editing Filters

Use this process to modify existing saved filters (Example: add or remove filters, rename the query). Note you can only modify saved filters that you have saved. If you need to modify a shared query you can apply a saved filter, make your modifications, and save your own version.

1. Click the filter icon ().

2. Select the query from the Saved Filters drop-down.

3. Update all applicable fields.

4. Click Save.

   

5. Update fields on the Save Filter pop up, if required.

6. Click Save.

   

Deleting Saved Filters

Use this process to delete save filters that are no longer needed. Please note you can only delete saved filters that you have created.

Warnings: If a query that is “Available to Everyone” is deleted from the system, it is deleted for all users.

1. Click the filter icon ().

2. Click the settings icon ().

3. Click the delete icon ().

   

4. Click Yes.

   

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