Using the Filter Drop List

<< Click to Display Table of Contents >>

Navigation:  Feature Details > Grids >

Using the Filter Drop List

 

With the Filter Drop List you can:

Display with no filters

Save a filter

Select a previously viewed filter

Edit a previously saved filter

 

 

To display with no filters

Drop down the Filter Drop List and select No Filter

FilterSelect2

 

 

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.

FilterSelect3

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

FilterSelectEdit1

Enter in the Name desired for the saved filter and select what users have access.

oNOTE: you have to be a member of that security group to be able to set it to that security group – otherwise it will not take.

oFor 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

FilterSelect4

 

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

FilterSelect5

Edit as needed

Select Save & Exit

 

To delete a previously saved filter

Edit the previously saved filter

Select the Delete menu option MenuDelete

 

 

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 or the Delete menu option in the saved filter's edit screen, that would indicate that the security group they belong to does not have enough rights to Object.GridFilter in the security group they are a member of.

 

See also:

Security Groups