Apply a Filter Template on a Table
Prerna
Last Update 7 个月前
What is this article about?
- Learn how to find and apply your pre-configured filters for a table
Who is this article for?
- All users who have the add-on permission to use saved filters
Introduction
Account admins and users with a corresponding permission can create and save filters and share them with their teams. This saves time and can improve collaboration.
To learn how to pre-configure and share filters, please check our corresponding guide.
The following will focus on how to navigate to a pre-configured filter and apply it to a table.
Step-by-Step Guide
Using a saved filter just takes two clicks.
First, open a table and select 'Format' from the menu bar:
Then click on 'Filter Rows' in the toolbar. This will expand a dropdown list with all saved filters for the table, to which you have access.
Before selecting one of the saved filters, have a look at the two icons next to it:
- The 'count' already indicates the number of objects that match the filter criteria. In our case, it's seven 20 GP containers.
- The 'eye' represents the watch function for this filter. For filters that you watch you will receive in-app or email notifications in case of changes. In our case, the filter is not being watched.
Once a filter is applied, it is reflected on top of the table in a pill.
You can now add further filter or sorting options to your table or click the 'x' button within the pill to remove your filter.