Entity Manager Filters Tab

The Filters tab on the Entity Manager view only appears when the Detail pane is active. The Filters tab lists all filters associated with a selected entity. From this tab, you can add, edit, or delete filters. Filters are used to group records and can be used to filter records in list views and to configure Dashboard widgets.

The system administrator and users with the appropriate role can access these features.

• To open the Entity Manager Filters Tab:
  1. On the Navigation Bar, click Entity Manager.
  2. Select a record in the Entities list.
  3. If necessary, click Detail.

     The Details pane displays at the bottom of the list view with detailed information about the selected record.

  4. Click Filters and view the information in the lower pane.

On this page you can:

• Add a filter
• Edit a filter
• Delete a filter:
  1. Select the appropriate entity from the Entity Manager list.
  2. In the Filters tab in the lower pane, select the filter you want to remove.
  3. Click (Delete).
  4. Click OK.
• Add or hide a column: Click and select the field of the columns you want to appear in the grid and clear the field of the columns you want to hide in the grid. When finished, move the mouse cursor off of the menu and click to close the menu.