Saving a Filter

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Permissions required

Manage Filters - Creating and copying Filters to other Teams or Users.

You can save a search condition as a Filter, save an existing Filter as another Filter, or save an Advanced Search condition as a Filter.

To Save a Search as a Filter

a.  In the Home, Trash Can, and any user-defined Workspace, click the Search tab.

b.  Click New.

This clears the data in the Search tab fields.

c.  Specify the details in the required fields.

d.  Click Run.

<Object> items that satisfy the search conditions are displayed in the Table View.

e.  Click Save.

- OR -

Click Save as Filter.

The Save Filter dialog box is displayed.

f.  Save the Filter.

To Save a Filter as another Filter

a.  In the Home, Trash Can, or any user-defined Workspace, click in the Left pane, and select the Filter you want to save.

b.  Click Save As Filter.

The Save Filter dialog box is displayed.

c.  Save the Filter.

To Save an Advanced Search as a Filter

a.  Click Advanced in the Search tab.

The Advanced Search dialog box is displayed.

b.  Define the conditions for the search.

c.  Click Run.

<Object> items that satisfy the search conditions are displayed in the Table View.

d.  Click Save.

- OR -

Click Save as Filter.

The Save Filter dialog box is displayed.

e.  Save the Filter.