To save search filters
Purpose
You can save search filters for reuse or modification. Saved filters appear in the filter menu for the list form; see Figure 1-1, List form . Saved filters apply only to the specific object type for which they were created, and descendant objects of that object type. You can view saved filters by clicking on the Saved Filters button of the filter configuration form.
Steps
1 |
On a list form, click the Filter icon. The Filter configuration form opens. See To perform an advanced search from an object list form for information about advanced search filters. See To perform a search by specifying endpoints for information about endpoint search filters. |
2 |
Click Save. The Save Filter form opens. |
3 |
Configure the required parameters. The Public parameter specifies whether a filter can be accessed by other users. When the Public parameter is disabled, the filter is private and cannot be accessed by other users. |
4 |
Click Save. The Save Filter form closes, and the saved filter is available for future searches on the same object type. |
5 |
Close the forms. End of steps |