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Coming Soon! How do I create Saved Filters?

What are Saved Filters?

Saved Filters allow users to filter a view by personnel and assignments and then save the configuration for quick use later on, rather than re-creating the filters each time the view is opened. Each user can create up to 10 filters per view.

Steps to Use:

  1. This functionality can used for Standard, Columns, and Calendar views. To enable, edit the view you want to apply saved filters for within View Manager and go to the Finalize Tab. Click Enable Saved Filters.

  2. In Viewer, you will now see a new option to the right of Filter Assignments called Saved Filters

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    If the user has any saved filters saved, clicking this option will display them. The user can then click on the filter to open it.

  3. To create a new filter, follow these steps:

    1. Open the view in Viewer

    2. Create your filter selections using the Filter Personnel and Filter Assignments drop-downs

    3. Click Saved Filter

    4. Under Save current filter set as a new filter, type in the desired filter name, and then click Save As

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  4. To edit a previously created filter, follow these steps:

    1. Open the view in Viewer, and then open the filter you would like to edit

    2. Make changes to your filter selections using the Filter Personnel and Filter Assignments drop-downs

    3. Open the Saved Filters dropdown, and click Save Updated Filter

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  5. To delete a filter, follow these steps:

    1. Open the view in Viewer

    2. Click the Saved Filters dropdown, and click Delete next to the filter you would like to delete

  6. To rename a filter, follow these steps:

    1. Open the view in Viewer

    2. Click the Saved Filters dropdown, and click Rename next to the filter you would like to rename

    3. Rename the filter and click Save Rename

  7. To create a new filter using an existing filter, follow these steps

    1. Open the view in Viewer

    2. Open the filter to use as a template

    3. Make changes to your filter selections using the Filter Personnel and Filter Assignments drop-downs

    4. Open the Saved Filters dropdown, and type the name of the new filter under Save current filter set as a new filter.

Additional Details:

  1. If an assignment or personnel has been added to the view, they will automatically be added to all filters

  2. Max of 10 filters per view per user

  3. If a view has Saved Filters enabled, all users with access to that view have the ability to create filters

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