Entity Manager Filters Tab

Use Entity Manager Filters tab to add, edit, or delete filters. 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. 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. Click Entity Manager on the Navigation Bar. The Entity Manager list view is displayed.
  2. Select a record in the Entity Manager list. The Entity Manager detail view is displayed.
     Note: If necessary, click Detail.

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

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

On this page you can:

• Add a filter. See Adding Filters
• Edit a filter. See Modifying 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 Add 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, hover on the menu and click close after completing the task.