Apply a Shared Filter on a Table
Prerna
Last Update 16 dagen geleden
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 shared filters
Applying A Shared Filter Configuration to a Table
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 that is shared with your role and apply it to a table.
Using a Shared Filter just takes two clicks:
- Navigate to a table, and click on the 'Filter' down arrow from the toolbar on the top of the table. This will expand a dropdown window with your personal as well as any shared filters, to which you have access for this table.
- Select a shared filter or one of your own filter configurations to apply on the table.
Before selecting one of the shared filters, have a look at the two icons next to it:
- The 'count' already indicates the number of objects that match the filter criteria.
- 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 above picture, none of the filters is being watched, so far.
While a filter is selected, the 'Filter' pill will be highlighted in blue, indicating a configuration is being applied. To return to the default view, click the 'Filter' down arrow again, then click on the 'Clear All' button at the bottom of the dropdown window.
That's it! You have learnt how to access pre-configured filters that have been shared with your user role.