Filter

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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.

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

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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.


Using Filters

Both User and System Filters are available for selection from the Advanced Search and Quick Search. Selecting the filter will return records based on the desired criteria without having to re-enter the information into the search field.

UsingFilters.png


System Filters can also be associated with list views using the Filter Option setting. When the list view is subsequently selected it will return records based on the stored criteria.


Editing Filters

Filters can also be edited and updated with changes to the criteria used.

If you select a User and System Filters from the Advanced Search or Quick Search when in Arcadia mode then you will be presented with an Edit Filter button.

EditFilters.png


Clicking on this button opens the Advanced Search and populates the criteria for you to edit it.

Once you run the advanced search then you'll see the normal "Save search" button.

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Clicking the "Save Search" button after performing a search brings up the Save Filter window, with an Update and Save As button. Use the Update button to change the current filter; the Save As button to create a brand new filter.

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User filters can also be accessed through the Settings tab on the user's profile:

  1. Click on your name in the top left corner of the screen.
  2. From this page, select Settings > Filters from the menu bar.

The Filter list view is displayed, with a drop-down to select the entity that the filter exists against (e.g. UTA L1, UTA L2, UTA L3, Contact or Org).

EditFilters4.png

Click on the link in the Name column to access the filter details, including an Edit button where appropriate.

Clicking on the Edit button opens the Advanced Search and populates the criteria for you to edit it.

If the filter has associated List Views, then these List Views will be displayed. Each List View can be accessed by clicking on the entry in the Associated List Views section.

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See Also