Saving a Filter

You can create a copy of an existing filter or save a filter after performing a search to find records. You can save the search results as a filter and the search results can be accessed later.

  1. Access the list page of an entity and select an existing filter based on your requirement.
  2. Perform one of these steps:
    • Create a new filter.
    • Perform a search.
  3. Click Save Filter from the Manage Filters menu.
    The Save Filter window is displayed.
  4. Specify a name in the Name field.
    Note: The name must be unique.
  5. Select the Show SQL check box to view the SQL statement for the filter.
  6. Click Submit.
    If a filter with the same name exists, the application displays a confirmation message to rename process. You can click Yes to replace the existing filter with the new filter.