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Filter

12 bytes added, 19:43, 13 January 2017
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[[Image:SaveSearchFilters2.png|border|600px]]
 
The elements of the "Save Filter" window are:<br />
*'''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.<br />
*'''Filter''': The search criteria that will be applied.<br />
 
[[Image:UsingFilters.png|border|600px]]
 
System Filters can also be associated with [[Configuring_List_Views#The_Properties_Tab|list views]] using the Filter Option setting. When the list view is subsequently selected it will return records based on the stored criteria.
 
[[Image:EditFilters.png|border]]
 
Clicking on this button opens the Advanced Search and populates the criteria for you to edit it.
[[Image:EditFilter2.png|border]]
 
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.
[[Image:EditFilters3.png|border|700px]]
Smartstaff, administrator
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