Create and edit filters

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Set up and edit an admin-configured filter.

    시작하기 전에

    Role required: admin

    주:
    The following procedure is intended for administrators. Users with other role types should instead refer to Save and use filters in a list view.

    프로시저

    1. Navigate to All > System Definition > Filters.
    2. To create a filter, select New and complete the following steps on the Filter record.
      1. Enter a Title and select the Table.
      2. Add filter conditions.
      3. Select Submit.
      A new filter record
    3. To edit a saved filter, select the filter from the Filters list to edit and complete the following steps on the Filter record.
      1. Modify the Filter conditions as necessary.
      2. Select Update.