Difference between revisions of "Filter"
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Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/> | Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/> | ||
[[Image:SaveSearchFilter.png|link=]] | [[Image:SaveSearchFilter.png|link=]] | ||
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+ | Within a {{UTA}}, users are able to create filters with the search parameters entered by selecting the Save Search button. | ||
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+ | [[Image:filter1.png]] | ||
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+ | Users are given some options relating to the saved filter including the ability to name the filter, select the type, make the filter public or not. | ||
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+ | [[Image:filter3.png]] | ||
The elements of the "Save Filter" window are:<br /> | The elements of the "Save Filter" window are:<br /> |
Revision as of 13:35, 2 December 2014
Filters containing your search criteria can be saved and re-used for commonly-used searches.
In the following example, a search of contacts has been filtered to those whose title includes the word "Lobbyist":
Clicking the "Save Search" button after performing a search brings up the Save Filter window:
Within a , users are able to create filters with the search parameters entered by selecting the Save Search button.
Users are given some options relating to the saved filter including the ability to name the filter, select the type, make the filter public or not.
The elements of the "Save Filter" window are:
Name: Give a name to your saved filter.
Type: User Filters are the default. System Filters are used to create custom default Filter Options for list views.
Is Public: If a Filter is not made public, only the user who saved the filter will be able to use it.
Object Type: This is filled in automatically by the system to differentiate between searches for Company records and Contact records, for example.
Filter: The search criteria that will be applied.