Edit a Filter
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Prerequisites
You can only perform this function if you have the following Role applied to your User identity: Policy Role - Build User Filters
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To edit a filter
- From a List View, click on the Filter part of the Filter button. This opens the Filter Designer.
- Click Select Existing and select a filter you want to edit and click OK. The selected filter displays.
- In the Filter Tree section, <dc> on a filter criteria, or highlight it and click Edit . The selected criteria changes color to orange and the fields in the Criteria section are populated with the filter's details.
- Make changes to the selected filter criteria as required. When finished, click Update. The changes are applied to the criteria in the Filter Tree section.
- In the Filter Tree section, <dc> in the filter name and change it, if necessary.
- Click Save & Apply to save and apply, or Apply Ad Hoc to just apply, the updated filter.
To remove filter criteria
- From a List View, click on the Filter part of the Filter button. This opens the Filter Designer.
- Click Select Existing and select a filter you want to edit and click OK. The selected filter displays.
- In the Filter Tree section of the Filter Designer, select the filter criteria you wish to delete by selecting it. The filter criteria highlights in orange.
- Click Remove. The filter criteria disappears, along with the logical operator immediately below it.
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