1. Saved Filter

Supported in: ✔️Date Filter ✔️Facet Filter ✔️Hierarchy Filter ✔Alpha Numeric Filter

✔️Numeric Filter

The Saved Filter allows users to create and manage preset selections to streamline repetitive filtering tasks by allowing you to quickly apply commonly used configurations without reselecting items manually.

Video 1: Saved Filter

How to Use Saved Filter

Creating a Saved Filter

1

In the Filter Canvas, select the items you want to include in this saved filter.

2

Click on the Filter Icon located near the search bar.

3

A small pop-up will appear near the Filter Icon, displaying "Default" and "+ Add new Filter" option.

4

Click on the "+ Add new Filter" option and enter a name for your saved filter in the text box.

5

Click the check mark to save it and click on the cross mark to close the saved filter text box.

6

Repeat the steps if you want to create additional saved filters.

Image 1: Saved Filter popup.

Image 2: Creating a Saved Filter.

Using Saved Filters

1

Select the desired saved filter from the list in the pop-up to apply its preset selections.

2

To deselect all saved filters, click the Default option in the pop-up.

Image 3: Navigating Saved Filters

The Saved Filters can be shown as buttons in the Preset bar. Refer to ii.Saved Filter Presets

Editing Saved Filters

1

To edit the name of a saved filter, click the Edit Icon next to the saved filter name.

2

You can modify the saved filter selections at any time while in Edit Mode by reselecting or updating items in the filter canvas.

Saved filters are locked for editing in read mode. You can only select and apply saved filters, but no modifications are permitted.

Deleting a Saved Filter

1

First, ensure the None option is selected (no saved filter is currently applied).

2

Click the Delete Icon next to the saved filter name to remove it.

Image 4: Deleting a Saved Filter.