Default Filter

Note

NOTE:

This section applies for Advanced Filters and Views.

A default filter is one which, when set in a previous session, is automatically applied when you open the relevant List View. If a default filter is applied, the Filter button appears in a different color to the rest of the buttons.

When you save a filter with Save and Apply, it automatically becomes the default filter.

Optional filters have been designed by Administrators and can be toggled on or off by the Business User.
User Defined filters are the filters you have designed yourself and therefore can also be toggled on/off.

Note

You can only apply one User Defined filter at a time, however you can apply a User Defined filter in conjunction with an Optional filter.

Ad Hoc filters are filters you have designed and applied yourself, but have not given a name and saved. When you apply a User Defined filter, it remains applied until you close the Business Process, or the application times out.

The filters are listed in three sections: Optional filters first, then User Defined filters and then Ad Hoc filters (if applicable).

To change the default filter

Click on the drop-down part of Filter button. This displays the available Optional, User Defined and Ad Hoc filters.
If any filters have been applied, a tick appears beside that filter.
From the list, select a filter to apply. The list closes and the filter is applied.
If not already, the filter button changes color to another color.

Any filters applied remain as the default filter until changed.