where can we see my saved filters?

[sonu123]

Hi All,

where can we see my saved filters? I have saved a filter but I am not able to see it on left navigation anywhere.

Please suggest.

Regards,

Sonu

[Karthik Reddy T]

Hi Sonu,

Refer the below links may helpful to you.

Create and edit filters

There's a field on sys_filter that specifies the user (it does not appear by default). If it is blank, it becomes a global filter (out-of-box global filters include Active, Active - Unassigned, etc. for Incidents and similar tables). There are also group and domain fields (again, not appearing by default) that do the same, so that if there's a filter that's useful for a group, they can all have access to it.

The "Edit personal filters" link takes you to a filtered view of the sys_filter table that specifies "User = [current user]". And then when you create a new filter from that view, it automatically applies the current user's name.

I hope that makes it more clear. We should document the saved filters better.

[Rajesh Mushke]

Hi Sonu,

Navigate to System Definition ==> Filters

Please follow the steps, if you want see the filters which are saved, click on Edit Personnel   filters like mentioned in below image.

Depending on your access rights, you may save filters for everyone, a user group, or yourself. You can apply saved filters and edit or delete them.

Before you begin

Role required: varies depending on action. See procedure.

Note: In Istanbul patch 2, a new Create ACL allows all users to save filters by default. This overrides any custom ACLs in place if administrators are restricting filter access. The new ACL gives all users access to the User field by default, and access to the Group field only if users have the filter_group role and are in the currently selected group.

Procedure

1. Create or modify a filter in the filter interface.
2. Click Save (or Save Filter in List v3).
3. Enter a name for the filter.
4. Select one of the following visibility options.

   Option	Description
   Me	Creates a personal filter, which only you can access. If you do not have Write access to the User field, this option will not be available. See your administrator with more information.
   Everyone	Creates a global filter, which all users can access. This option is available to users with the filter_global role.
   Group	Creates a group filter, which only members of the user group you select can access. This option is available to users with the filter_group role. If you do not have Write access to the Group field, this option will not be available. See your administrator for more information.

5. Click Save (or Submit in List v3).
6. To use a saved filter, select the filter name in the list title menu.The filter runs and the breadcrumbs appear.
   List title filters
   
7. Click Save (or Submit in List v3).
8. To use a saved filter, select the filter name in the list title menu (List v2) or open the filter interface and select Load Filter (List v3).The filter runs and the breadcrumbs appear.
   List title filters (List v2)
   
9. To edit or delete personal filters, complete the appropriate action for your list version.

   Option	Description
   List v2	Select Edit personal filters from the title menu.
   List v3	Select the edit filter icon, click Load Filter, and then click Manage Filters.

10. Complete the following steps.
    1. Click the title of the filter to edit.
    2. Update the filter title or add or remove conditions.
    3. (Optional) To delete the filter, click Delete and confirm deletion.
    4. If you edited the filter, click Update.

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[howellm]

In list v3 Manage Filters is broken and ITIL users are redirected to all filters list and cannot search for theirs.

Support says they wont fix it and gives a unsupported work around.   Very unhappy in developments decision to not fix the PRB stating PRB closed as won't fix.

Marshall

[Rajesh Mushke]

Hi Sonu,

i hope your issue is been resolved or else let me know if you need more help.

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