Create and edit filters

Set up and edit an admin-configured filter.

Before you begin

Role required: admin

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

Procedure

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.

1. 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.

Parent Topic:Filter admin functions

Related topics

Delete filters

Create scripted filters

Create a dynamic filter option

Create a filter in List