Filter
Filters refer to your saved search criteria rather than the results of a particular search.
Filters containing your search criteria can be saved and re-used for commonly-used searches.
This means that, for frequently used search topics, you don’t have to keep re-entering the information into the search field.
Filters can also be shared among colleagues so not everyone has to create their own set of search criteria. This is particularly handy for ensuring all your users have quick and easy access to popular search topics within your system, whether internal or external to your organization.
Creating Filters
If you use advanced or basic search to return records based on search criteria then you will be presented with the Save Search button.
Clicking the "Save Search" button after performing a search brings up the Save Filter window. 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.
- Store Status and Activity Type 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.
