Copy a filter

New filters can be created from an existing filter.

Before you begin

Role required: none

Procedure

1. Navigate to All > Configuration > CI Class Manager, and:

   1. Click Hierarchy to display the CI Classes list.

      Select the class to create a filter for.

   2. In the class navigation bar, expand Health and select Compliance.

      Then click Certification Filter.

2. Or, navigate to one of these modules:

   • Compliance > Filters
   • Data Certification > Schedules > Certification Filters
   • Open the filter record that you want to copy.

3. Make sure to change the filter name or description to distinguish the new filter from the original.

4. Make any other necessary changes.

5. Right-click in the header bar and select either Insert or Insert and Stay from the context menu.

   The system increments the record number and sets the version to 1 for the new record. Both the original filter and the copy are Active and appear in the record list. Showing all copies of a filter allows you to see the entire history of the filter.