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Saving and editing search filters

Using saved filters allows you to conveniently return to work on a particular resource area without having to generate the query again. It is important to note that filters are saved within the scope in which you are searching, whether it is All Resources, a specific organization, Users and Organizations, or Comments.

Note

When using a saved filter, your current filter in the Search bar will be removed and replaced with the saved filter.

Saving search filters

To save a search filter:

  1. Form your search query and click the Save filter.

  2. Provide the name of your filter and click the Save button.

  3. Your filters are saved separately for each selected search scope. For example, if you saved a filter in the Initech organization, the saved filter will only be displayed when you are in the scope of the Initech organization.

Sometimes, you might want to make small changes to an existing saved filter. If you don’t want to recreate a complex search query, you can edit the existing one.

Editing search filters

To edit a saved filter:

Note

You cannot edit the saved filter if it is consists only with the basic text search. Your saved filter must contain at least one filter option.

  1. Apply your saved filter. You can do this either from the Search bar or the All filters dropdown.

  2. Change any existing search criteria. After this, the query will become editable.

  3. You can add new filters or remove existing ones by clicking on the X icon.

  4. Save the edited filter as a new one.

  5. In the All filters dropdown, click the Delete button to delete the old filter if it is no longer needed.

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