Add a filter
The Filter menu contains a number of default options, such as all active students. You can add your own options to this menu using queries or snapshots that have already been created.
To add a filter a set of criteria to selectively screen out incoming information, such as "all active students" or "former students" to the Filter menu:
- Go to a list page, such as the Student List.
- In the upper-right corner of the page, click the Filter icon , and then select Manage Filters:
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- The Manage Filters pop-up appears:
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- To add a new filter, click New. The Filter Pick List appears:
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- Type a Name for the new filter.
- Click the Owner drop-down to select who will be given access to the filter.
- Click the Filter Type drop-down to select Saved Query or Snapshot.
- Select the query a request to find a group of records that match specific criteria at a particular time or snapshot a static picture of a particular group of records that you can file and easily retrieve you want to add to your Filter menu.
- Click OK. Your query or snapshot is added to the bottom of the list of your filters:
- Click Close.
Note: Do not select All Records from your Filter menu if your next step will be to run a query. Instead, select All Records in the Search based on list on the Query window. Not only does this save a page refresh, it also prevents a potentially large list of records from being loaded unnecessarily. |