Entity Manager Filters tab

Use Entity Manager Filters tab to add, modify, or delete filters. The Filters tab on the Entity Manager view only displays 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.

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

To view the Entity Manager Filters tab you can:

  • Click Entity Manager on the Navigation Bar. The Entity Manager list view is displayed.
  • Select a record in the Entity Manager list. The Entity Manager detail view is displayed.
    Note: 
    • If required, click Detail.
    • The Details pane displays at the bottom of the list view with detailed information about the selected record.
  • Click Filters and view the information in the lower pane.

On this page you can:

  • Add a filter. See Adding Filters
  • Modify a filter. See Modifying a Filter
  • Delete a filter:
    • Select the appropriate entity from the Entity Manager list.
    • Select the filter you require to remove in the Filters tab in the lower pane.
    • Click Delete.
    • Click OK.
  • Add or hide a column: Click Add and select the field of the columns you require to display in the grid and clear the field of the columns you require to hide in the grid. When finished, hover on the menu and click Close after completing the task.
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