Save and use filters in a list view

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: 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.
    OptionDescription
    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 for 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.
    Figure 1. List title filters
    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.
    Figure 2. List title filters (List v2)
    List title filters
  9. To edit or delete personal filters, complete the appropriate action for your list version.
    OptionDescription
    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.