sharing filtered lists

wbwb
Tera Expert

What is the best way to share filtered lists?  For example, a member in IT's desktop support team creates a great filter on the Incident list.  How do they share that with the rest of their team? 

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Any list it will show up. Don't recall but don't think that screen shot is from Incident.

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Michael Fry1
Kilo Patron

If they have role filter_group, they can define filter for a group.

If they have role filter_global, they can make filter global, meaning available to all.

Ok, thanks.  Currently they're just creating filters from the Incident list.  Once they have this role will they have a new field that appears for sharing to their group?  Is there a better place for them to be managing their filters?  I(logged in as admin) notice the menu item System Definition->Filters.  I wasn't sure if that's typically available to non-admins though.

Once they have the role, when they go to Save the filter, they will see Everyone and/or Group.

find_real_file.png

 

If group, they will be able to choose which group to share with.

Michael, is your screenshot from the Incidents screen?  Or does that show up in any filtered list that person with that particular role would be working on?