Linking a filter to a user or task when you create the user

If you want to use filters with a user, you can enable filtering when you create a user.

The filter you want to link the user to must exist before you can link.

  1. You can link filtering when you a create a new user.

    On the dialog box for creating the user, click the Is Filter Enabled button.

  2. Tasks can also be enabled for filtering. You can assign a filter to a task by clicking Is Filter Enabled when you link a task to a user. A user must also be filter-enabled in order to make use of filtering associated with tasks.