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.

To create a filter based on an existing filter:

  1. Access the list page of an entity and select an existing filter based on your requirement.
  2. Perform one of these steps:
  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.