Save Filter

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Applying a filter to a table creates an Unsaved FilterUnsaved Filters are temporary filters that will be lost as soon as any changes are made to the filter or a new filter is applied.  Users can save filters that they use frequently in order to ease the burden of filtering the table.

There are two ways to save a filter: 1) immediately after defining the criteria, before the filter has been applied, 2) after a filter has been applied.

Creating a saved filter prior to applying a filter:

  1. After selecting the desired criteria, click the Create button.

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  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.

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  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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Creating a saved filter after applying a filter:

  1. Follow the steps for applying a filter.
  1. The filter will show as “Unsaved Filter” in the Filters dropdown.
  1. Click the expand button next to the Filters dropdown to see the filter criteria that were applied.  The selected criteria will be listed under the title “UNSAVED FILTER”.
  1. Click the Edit button.

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  1. Click Create.
  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.
  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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