Creating and Saving Filters

If you frequently use the same search criteria to retrieve a collection of records, you can create and save a filter that specifies the criteria. You can then use the filter to retrieve the collection without having to re-specify the criteria each time.

Note: You can save a search filter only from a query form.

To create and save a filter:

Open the form that you frequently use for a query.
If the form is in Filter-in-Place mode, select Actions menu > Filter > Cancel in Place to cancel the mode or Execute in Place to execute the filter.
Select Actions > Filter > By Query.
In the query form, enter your primary criteria and additional criteria.
See Primary Criteria in Query Forms and Additional Criteria in Query Forms
Select Actions > Filter > Save.
Specify a name for the filter.
Click OK.

You can also create a filter by copying an existing filter, editing it, and then saving it with a new name. See Copying and Editing Filters.