Adding records to a new filter

Open the list page of an entity that contains the records to be added to a static filter.

Access a filter or perform a search for required records to find the records that to be added to the filter. See Searching for records.

Select the check boxes corresponding to the records on the list page to add the filter. You must select at least one record.

Select Add to New Filter from the menu. The Add to New Filter window is displayed.

Specify a name of the filter in the Name field. The name must be unique.

Note: If a filter with the same name exists, the application displays a confirmation message to rename the process. You can click Yes to replace the existing filter with the new filter.

Select Show SQL to view the SQL statement for the filter.

Click Submit.