Difference between revisions of "Filter"

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'''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 />
 
'''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 />
+
'''Store and Filter''': This allows the user to specify whether the filter should retain the [[status]] and [[type]] criteria selected in the search panel when the filter was created.<br />
 
'''Filter''': The search criteria that will be applied.<br />
 
'''Filter''': The search criteria that will be applied.<br />
  

Revision as of 13:38, 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:
SaveSearchFilter.png

Within a , users are able to create filters with the search parameters entered by selecting the Save Search button.

Filter1.png

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.

Filter3.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.
Store and Filter: This allows the user to specify whether the filter should retain the status and type criteria selected in the search panel when the filter was created.
Filter: The search criteria that will be applied.

See Also