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Compliance workspace

jaikellaila
Tera Contributor

Hello,

How to save the filters added in the workspace ?

My need : filter the workspace list view and save the filter. 
Issue : When I use the filter, the next time I connect it doesn't show in the workspace list view . When I checked I dont see any 'save' option like the one existing in the backend filters.

Thank you

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @jaikellaila ,

Please follow the steps:

1. Open the Compliance Workspace.

2. Open the List Where you want to add the Conditions.

3. Click on the "Filter" Icon and click on the "Advanced View".

SandeepDutta_0-1702274723192.png

4.  Add the conditions by which you want to create the View :

SandeepDutta_1-1702274767283.png

5. Click Update.

6. Now, you can find your default filtered view under "My Lists"

SandeepDutta_2-1702274827948.png

 

View solution in original post

2 REPLIES 2

Community Alums
Not applicable

Hi @jaikellaila ,

Please follow the steps:

1. Open the Compliance Workspace.

2. Open the List Where you want to add the Conditions.

3. Click on the "Filter" Icon and click on the "Advanced View".

SandeepDutta_0-1702274723192.png

4.  Add the conditions by which you want to create the View :

SandeepDutta_1-1702274767283.png

5. Click Update.

6. Now, you can find your default filtered view under "My Lists"

SandeepDutta_2-1702274827948.png

 

jaikellaila
Tera Contributor

Hello,
Thank you
Actually I opted for the creation in my lists via the button 'Add new list', because when I click on 'update' as described above it doesn't create the new filter in my lists.

Laila