To display with no filters
| • | Drop down the Filter Drop List and select No Filter |
To save a filter in the Filter Drop List
| • | Filter the desired column(s) |
| • | You will note as soon as you set any new filters, the Filter Drop List displays as Unsaved filter with a Save button. |
| • | When you are finished with the filter settings, click on the Save button in the Filter Drop List to display the saved filter’s edit screen |
| • | Enter in the Name desired for the saved filter and select what users have access. |
| • | NOTE: you do have to a member of that security group to be able to set it to that security group – otherwise it will not take. For example: if you are a member of the security group Dispatching, but you want to set up filters specifically only for the security group Managers to have in their selection list, you must be logged in as a user of the security group Managers for the availability to take. |
| • | Select Save & Exit |
| • | The Filter Drop List will now display that filter as selected in the list |
To select a previously saved filter
| • | Drop down the Filter Drop List and select the saved filter by its name |
To edit a previously saved filter
| • | Drop down the Filter Drop List and select the saved filter by its name |
| • | Select Open button in the Filter Drop List to display the saved filter’s edit screen |
| • | Edit as needed |
| • | Select Save & Exit |
Saved filters save only the filter settings. The sort order, sizing and pinning of the grid is an individual user setting.
NOTE: If a user does not show the Open or Save button in the Filter Drop List, that would indicate that the security group they belong to does not have rights to Object.GridFilter in the security group they are a member of.
See also: