Copying and Editing Filters

You can edit a saved filter. You can also create a new filter by opening an existing one, editing it, and saving it with a new name.

To edit a filter:

  1. Open a query form.
  2. Select Actions > Filter > Open.
  3. Select a filter and click OK.
  4. Edit the search criteria as required.
  5. Select Actions > Filter > Save.
  6. Optionally, to create a new filter that includes this changed criteria, specify a new Name for the filter. Otherwise, the changes are saved to the existing filter.
  7. Click OK.