Create and edit filters

Administrators can create and edit any saved filter.

Before you begin

Role required: admin


  1. Navigate to System Definition > Filters.
  2. To create a filter, complete the following steps.
    1. Enter a Title and select the Table.
    2. Add filter conditions.
    3. Click Submit.
  3. To edit a saved filter, select the filter to edit and complete the following steps.
    1. Modify the Filter conditions as necessary.
    2. Click Update.