Filters - Revision history

Dina at 08:11, 8 July 2020

2020-07-08T08:11:50Z

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Dina at 08:11, 8 July 2020

2020-07-08T08:11:06Z

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Dina: /* Sharing Filter With Other Users */

2016-06-28T12:44:53Z

Sharing Filter With Other Users

← Older revision		Revision as of 12:44, 28 June 2016
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	To share an existing filter:		To share an existing filter:
	#Choose the filter from the filters list.		#Choose the filter from the filters list.
	#Select Filter > Rename/Share		#Select Filter > Rename/Share <br> [[File:Filter-rename-menu-option.png]]
	[[File:Filter-rename-menu-option.png]]		#The following window opens: <br> [[File:Filter-sharing-window.png]]
	#The following window opens:
	[[File:Filter-sharing-window.png]]
	#Choose Everyone to share your filter. Note that only users with “Save Filter” privileges can edit the filter. See more details in [[Employee_Privileges\|Employee Privileges]].		#Choose Everyone to share your filter. Note that only users with “Save Filter” privileges can edit the filter. See more details in [[Employee_Privileges\|Employee Privileges]].
	#Click OK to finish.		#Click OK to finish.

Dina: /* Renaming Filter */

2016-06-28T12:42:07Z

Renaming Filter

← Older revision		Revision as of 12:42, 28 June 2016
Line 104:		Line 104:
	To rename a filter:		To rename a filter:
	#Choose the filter from the filters list.		#Choose the filter from the filters list.
	#Select Filter > Rename/Share		#Select Filter > Rename/Share <br>[[File:Filter-rename-menu-option.png]]
	[[File:Filter-rename-menu-option.png]]		#The following window opens:<br>[[File:Filter-rename-window.png]]
	#The following window opens:
	[[File:Filter-rename-window.png]]
	#Enter the new name in the Name field.		#Enter the new name in the Name field.
	#Click OK to finish.		#Click OK to finish.

Sheli at 08:56, 28 June 2016

2016-06-28T08:56:22Z

@@ Line 26: / Line 26: @@
 <br>
 ===New from Template===
 Use predefined templates to create a filter. This will automatically define the fields and values for the search. These settings can be modified once the template is selected.
@@ Line 81: / Line 55: @@
 #Click OK to save.
 #The filter is now available in the filter drop-down menu.
 <br>

Sheli: /* New Filter */

2016-06-28T08:55:08Z

New Filter

← Older revision		Revision as of 08:55, 28 June 2016
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	#You can use the [[Filters#By_Subject_.28filtering_by_user-defined_fields.29\|By Subject]] and [[Filters#Secondary_Filter_.28filtering_linked_data.29\|Secondary Filter]] options. See more details below.		#You can use the [[Filters#By_Subject_.28filtering_by_user-defined_fields.29\|By Subject]] and [[Filters#Secondary_Filter_.28filtering_linked_data.29\|Secondary Filter]] options. See more details below.
	#You can choose to sort the results using the Sort fields at the bottom of the window.		#You can choose to sort the results using the Sort fields at the bottom of the window.
	#Click OK to finish.<br>		#Click OK to finish.
			#Note that in order to save the filter, you should use the Save option. See more details in [[Filters#Saving_Filters\|Saving Filters]].<br>
	[[File:Filter-new.png]]		[[File:Filter-new.png]]
	<br>		<br>
	~~Note that in order to save the filter, you should use the Save option. See more details in [[Filters#Saving_Filters\|Saving Filters]].~~
	<br>		<br>

Sheli: /* New Filter */

2016-06-28T08:54:22Z

New Filter

← Older revision		Revision as of 08:54, 28 June 2016
Line 23:		Line 23:
	[[File:Filter-new.png]]		[[File:Filter-new.png]]
	<br>		<br>
			Note that in order to save the filter, you should use the Save option. See more details in [[Filters#Saving_Filters\|Saving Filters]].
	<br>		<br>

Sheli at 08:44, 28 June 2016

2016-06-28T08:44:22Z

← Older revision		Revision as of 08:44, 28 June 2016
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	<br>		<br>
	<br>		<br>

			===Saving Filters===
			While a new filter is being used without saving yet, the menu looks like this:<br><br>
			[[File:Filter-unsaves-drop-down-menu.png]]
			<br><br>
			The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label. At this stage, you can use the filter, pause it and edit it, however, it will not be saved until you actually save it.
			<br><br>
			To save the filter for future use:
			#From the Filter menu, choose Save
			#The Save window opens<br>[[File:Filter-save-window.png]]
			#Enter a name for this filter
			#Choose whether you want to share this filter with other users
			#Click OK to save.
			#The filter is now available in the filter drop-down menu.
			<br>


	==Advanced Queries==		==Advanced Queries==
	When creating a Filter from templates, some of the templates are marked with (*), marking them as “advanced”. These templates are system-defined templates and use advanced queries on data related to the entity. These queries cannot be defined manually, however, users can define the search criteria in the next window.		When creating a Filter from templates, some of the templates are marked with (*), marking them as “advanced”. These templates are system-defined templates and use advanced queries on data related to the entity. These queries cannot be defined manually, however, users can define the search criteria in the next window.
Line 80:		Line 97:
	*Assets expiring next month.		*Assets expiring next month.

	==~~Saving Filters~~==		==Renaming Filter==
	~~While~~ a ~~new~~ filter is ~~being used without saving yet~~, the ~~menu looks like this:<br><br~~>		Once a filter is saved, you can rename it by using a special option.
	[[File:Filter-~~unsaves~~-~~drop-down~~-~~menu~~.png]]		To rename a filter:
	~~<br><br>~~		#Choose the filter from the filters list.
	The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label. At this stage, you can use the filter, pause it and edit it, however, it will not be saved until you actually save it.		#Select Filter > Rename/Share
	~~<br><br>~~		[[File:Filter-rename-menu-option.png]]
	~~To save the filter for future use:~~		#The following window opens:
	~~#From the Filter menu, choose Save~~		[[File:Filter-rename-window.png]]
	#The ~~Save~~ window opens~~<br>~~[[File:Filter-~~save~~-window.png]]		#Enter the new name in the Name field.
	#Enter a name ~~for this filter~~		#Click OK to finish.
	~~#Choose whether you want to share this filter with other users~~
	#Click OK to ~~save~~.
	~~#The filter is now available in the filter drop-down menu.~~
	~~<br>~~

	==Sharing Filter With Other Users==		==Sharing Filter With Other Users==
	Filters can be shared ~~by users~~ so that other users can enjoy the already defined filters.		Filters can be shared so that other users can enjoy the already defined filters.
	To share ~~your~~ filters:		When saving the filter for the first time, you can also set the sharing options in the new filter window. See [[Filters#Saving_Filters\|Saving Filters]] for more details.

			To share an existing filter:
			#Choose the filter from the filters list.
	#Select Filter > Rename/Share		#Select Filter > Rename/Share
	[[File:Filter-rename-menu-option.png]]		[[File:Filter-rename-menu-option.png]]

Sheli: /* Saving Filters */

2016-06-28T08:35:03Z

Saving Filters

← Older revision		Revision as of 08:35, 28 June 2016
Line 81:		Line 81:

	==Saving Filters==		==Saving Filters==
	While a new filter is being used without saving yet, the menu looks like this:<br>		While a new filter is being used without saving yet, the menu looks like this:<br><br>
	[[File:Filter-unsaves-drop-down-menu.png]]		[[File:Filter-unsaves-drop-down-menu.png]]
	<br>		<br><br>
	The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label. At this stage, you can use the filter, pause it and edit it, however, it will not be saved until you actually save it.		The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label. At this stage, you can use the filter, pause it and edit it, however, it will not be saved until you actually save it.
	<br>		<br><br>
	To save the filter for future use:		To save the filter for future use:
	#From the Filter menu, choose Save		#From the Filter menu, choose Save

Sheli: /* Saving Filters */

2016-06-28T08:34:17Z

Saving Filters

← Older revision		Revision as of 08:34, 28 June 2016
Line 84:		Line 84:
	[[File:Filter-unsaves-drop-down-menu.png]]		[[File:Filter-unsaves-drop-down-menu.png]]
	<br>		<br>
	The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label.		The pause and delete options provide a quick way to stop the filter from affecting the list. These options will appear when hovering over the (Unsaved) label. At this stage, you can use the filter, pause it and edit it, however, it will not be saved until you actually save it.
	At this stage, the ~~drop-down menu now includes also~~ the ~~following options~~:		<br>
	#~~Edit~~		To save the filter for future use:
	#Save		#From the Filter menu, choose Save
	#~~Pause~~		#The Save window opens<br>[[File:Filter-save-window.png]]
	#~~Close~~		#Enter a name for this filter
			#Choose whether you want to share this filter with other users
			#Click OK to save.
			#The filter is now available in the filter drop-down menu.
	<br>		<br>