Filters

Learn how to create, save, and share your filters.

By using a certain view that has been adjusted to your needs on Requests page, you can save it as a filter and share it with different users. Also, you can use the filters shared with you but created by others. If you find certain filters particularly useful, it’s possible to add them to your Favorites section so that they’re easily accessible.

Info

The Organizations filters are displayed automatically. They are helpful to users who are assigned to more than one organization. To access them, navigate to the Organizations section that appears on the left sidebar displayed on Requests page.

Saving filters

To find out about saving views as filters visible on Requests page, watch Quick Guide or follow the below steps.

Quick Guide

Steps

1. Adjust the view of Requests page to your needs.
2. Navigate to the Three dots menu.
3. Click Save filter as.
4. Enter a name for your filter.
5. Optionally, you can change the owner of the filter.
6. Add users, groups, and organizations that you want to share the filter with.
7. Click Save changes.

Result

Your filter is available under the My filters section.

Tip

If you have administrator’s permissions, you can also save your filter as global. As a result, the filter will appear in the Global filters section. To do so, click on the dots and select Save filter as global.

Editing filters

You can change the properties of your filters at all times. Saved changes are instantly visible to all the users that you shared your filter with.

Adjusting columns and filtering criteria

It’s possible to edit filters by changing the Requests page view with the use of Columns and Filtering criteria.

Steps

1. Navigate to the filter you want to edit.
2. Adjust the view by using the filtering criteria and columns arrangement.
3. Click Save filter.

   

Result

Changes are applied instantly and your filter is updated.

Changing filter properties

You can also edit filters by changing their properties in Filter settings.

Steps

1. Navigate to the filter you want to edit.
2. Click the Three dots menu and select Filter settings.

   

3. Introduce your changes. You can update Filter name, Owner, and the Shared with options.
4. Click Save changes.

   

Result

Changes are applied instantly and your filter is updated.

Deleting filters

You can permanently delete a filter. Deleting makes the filter unavailable also to all the Requests page users that the filter was shared with.

Steps

1. Navigate to the filter you want to delete.
2. Click the Three dots menu and select Delete.
   

   

3. Confirm deleting with the Delete button.

   

Result

Your filter is deleted from your Requests page. Also, the users selected in the filter’s Shared with section can’t use the filter from now on.

Favorite filters

You can add your frequently used filters to the Favorites section where you can quickly access them. To do so, click on the filter’s Star icon. The filter will instantly appear in the Favorites section.

You can also search for other users’ filters that have been shared with you and add them to Favorites. To do so, click the Plus icon visible in the Favorites section and use the Star icon next to any filter.