Copy a filter

New filters can be created from an existing filter.

  1. Open the filter record you want to copy.
  2. Make sure to change the filter name or description to distinguish the new filter from the original.
  3. Make any other necessary changes.
  4. Right-click in the header bar and select either Insert or Insert and Stay from the context menu.
    Desired State filter clone
    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.
    Desired State filter insert