Copying a Filter

See Also

Permissions required

Copy Filters to other Users - To Copy Filters to other Teams or Users.

Filters are associated with the Table Views in a Workspace and not the Workspace itself. A Filter can be copied to another User or made accessible to another Table View in a Workspace, based on the Object on which the Filter is created. The User to whom the Filter is copied should have access to the Object Property on which the Filter is based.

Example  You can create a Filter to view all High priority Interactions and save it. This can be copied to a Table View in another Workspace based on Interactions.

To Copy a Filter

1.  In the Home, Trash Can, or any user-defined Workspace, select Filters from the Edit menu.

The Filter Manager is displayed.

2.  Select the required Filter and click Copy to.

The Copy Filters to dialog box is displayed.

3.  Copy the selected Filter to Users, Teams, or Roles.

Click Select All to include all the Users listed in the dialog box, and Clear All to clear the selection.

- OR -

Select Workspaces to copy the Filter to a Table View in another Workspace, and click OK.

Click Select All to include all the Workspaces listed in the dialog box, and Clear All to clear the selection.

4.  Click OK.

The Filter is copied.

Note  To copy a Workspace and the Filters associated with it to other Users, you must have the Copy Filters to other Users and Copy Workspace Permissions.