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Creating Custom Grid Filters (My Filters)

This feature is available in Enterprise and Ultimate editions.

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Overview

Learn how to create, edit, and delete reusable custom filters.

From the My Filters page, you can create, edit, and delete reusable filters. You can then choose these filters in the My Filters drop-down lists available in grid filters.

Creating a New Filter

  1. From the main menu, select  My HomeFilters.

  2. Click the Add button. The Add Filter window displays.

  3. Enter a Filter Name, expand each filter group, and then select your filter options.

  4. Click Save.
     

Editing a Filter

  1. From the main menu, select  My HomeFilters.

  2. Click the Edit button next to the filter you want to change.

  3. Modify your filter options as required, and then click Save.

Deleting a Filter

  1. From the main menu, select  My HomeFilters.

  2. For each filter you want to delete, select Delete from the Edit action menu.

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