Difference between revisions of "Filter"

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The elements of the "Save Filter" window are:<br />
 
The elements of the "Save Filter" window are:<br />
 
'''Name''': Give a name to your saved filter.<br />
 
'''Name''': Give a name to your saved filter.<br />
'''Type''': ''User Filters'' are the default. ''System Filters'' are used to create custom ''Filter Options'' for [[Configuring_List_Views#The_Properties_Tab|list views]].<br />
+
'''Type''': ''User Filters'' are the default. ''System Filters'' are used to create custom default ''Filter Options'' for [[Configuring_List_Views#The_Properties_Tab|list views]].<br />
 
'''Is Public''': If a Filter is not made public, only the user who saved the filter will be able to use it.<br />
 
'''Is Public''': If a Filter is not made public, only the user who saved the filter will be able to use it.<br />
 
'''Object Type''': This is filled in automatically by the system to differentiate between searches for [[Company]] records and [[Contact]] records, for example.<br />
 
'''Object Type''': This is filled in automatically by the system to differentiate between searches for [[Company]] records and [[Contact]] records, for example.<br />

Revision as of 14:38, 26 November 2014

Filters containing your search criteria can be saved and re-used for commonly-used searches.

Clicking the "Save Search" button after performing a search brings up the Save Filter window:
SaveSearchFilter.png

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.

See Also