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Add or Edit Filter

Use this dialog box to create or edit a filter.

General

Name

The name of the filter.

Filtering criteria

Create the criteria you will use to filter the window.

  • Select a column

    The column used in the criterion, for example, Agent Type. The columns that are available change depending on the window you are filtering.

  • Condition

    The condition used in the criterion, for example, doesn't equal. The conditions that are available change depending on the column you select.

  • Values

    The value used in the criterion. The values that are available change depending on the column and condition you select. For example, if you select is between as the condition, two values fields are available.

  • Replace

    This button replaces a criterion in the Selected criteria box with the criterion you created. In the Selected criteria box, click the criterion you want to replace, and then click Replace.

  • Add to List

    This button adds the criterion you created to the Selected criteria box.

  • Selected criteria

    This is the list of all of the criteria you will use to filter the window.

  • Remove

    This button removes a criterion from the Selected criteria box. In the Selected criteria box, click the criterion you want to remove, and then click Remove.

  • Match rows that container ALL of the criteria

    This is the option to create an "and" relationship between all of the criteria in the Selected criteria box.

  • Match rows that contain at least one of the criteria

    This is the option to create an "or" relationship between all of the criteria in the Selected criteria box.

Security

Use this dialog box to make the filter available to you or to more users in the CommCell.

Note: Admin users can view all the filters.

Private

Select this option to make the filter only visible to you.

Public

Use this option to identify the users and user groups who can use this filter. If the filter is shared with a master user, then the master user can edit and delete the filter.

Users with whom the filter is shared cannot edit or delete the filter.

User/User Groups

Displays the names of the users and user groups who can use this filter.

  • Add

    Click to add the users/user groups that you want to associate with this filter.

  • Edit

    Click to edit the existing association for the selected user or user group.

  • Remove

    Click to remove the selected users or user groups.

 

 

 

Last modified: 2/25/2019 9:36:52 PM