Adding or Removing Filter Items

With filters, you can narrow the list of records that display in a list view. You can customize the filters to include the filter items to be used for each group.

Note: Some filters cannot be customized.

To add or remove filter items:

  1. From a List view, on the Task Pane, in Filters, click a filter name. For example, click Owner.
  2. Click Edit Items. The Edit Filter Items screen in displayed.
  3. If required, type the first couple of letters in the Find Item field and click search_new (Find) to search for a filter item.
  4. Select the fields of the filter items you want to display in the Filters list and clear the fields of the items to be hidden. Click Select All to select all filter items.
  5. Click OK. The filter includes only the selected items.