Brief summary of this article:
Shared filters allow to access and reuse filters created by Administrator of a system in any view or report. It's especially useful when filter is quite complex and might be reused in multiple views/reports by multiple people.
How to find Shared filters?
You can find shared filters by clicking '...' control in filter field area:
Filters list will be different based on which entity types are selected as a source.
How to create Saved filters?
Any users can create and save filter for their own needs:
- Select entity as card/lane.
- Put any filter into the filter field for selected cards/lanes.
- Click on the Star icon from the right.
As a result filter will save and you can access it from any view/report with selected entity type it's created for.
Other operations with Saved filters
Share filter
- Click '...' control.
- Mouse over the filter you'd like to share.
- Click 'Share this filter' icon located from the left.
As a result filter will move into 'Shared filters' area and become accessible by anyone.
Rename filter
You can give a name to Saved filter by entering label into text field that appears when hovering it.
Giving a name to a filter may be especially useful when looking at the View information. This way visitors of the view will get user-friendly explanation of what's displayed on a view.
Delete filter
You can delete filter by clicking 'X' icon.
You can hide shared filter from everybody by clicking 'Make private' icon.
Any user can rename/delete their own private filters.
Only administrators of a system can rename/delete shared filters or make them private.
Still have a question?
We're here to help! Just contact our friendly support team.
Find out more about our APIs, Automation Rules, Mashups and custom extensions.