Actions with a Filter

Creating a filter

To learn more about creating a filter, see the respective article .

Editing a filter

To edit a filter, open its page and change its parameters. After that, click Save (fig. 1).

Fig. 1. Editing a filter.

Deleting a filter

To delete a filter:

open the page for editing the filter tree (fig. 2), by clicking Edit (fig. 1);
mouse over the required filter;
click (fig. 2).

Filter authors can edit filters in the My Filters folder; users with permissions to edit the tree of shared filters can edit filters in the Shared Filters folder. The permissions are assigned in Administration - Users - Access Settings - Global Access Settings - Edit shared filters tree.

Fig. 2. Buttons for deleting and editing a filter.

Access to a filter

To learn more about assigning access to a filter, see the respective article.

Actions with a filter in the tree

When you mouse over a filter, its menu becomes visible (fig. 3). You can perform the following actions:

- set the filter as the default one for the current user. When the user opens the Contractors section, the page with the filter results opens by default.
- set the filter as the default one for all the users. When opening the Contractors section, the page with the filter results will open for all the users, unless a user has their custom default filter.
- edit filter.
- delete filter.

Fig. 3. Filter menu.

Moving filter

You can move filters in the filter tree with your mouse (fig. 4).

To move a filter to a folder, drag it over the name of the folder, you want to move the filter to (fig. 5).

Fig. 4. Moving filters.

Fig. 5. Moving a filter to a folder.