Saved filters

Portal users can save up to five filters for later reuse in the My Projects Card View widget and the My Task Card View widget.

This feature must be enabled for the My Projects Card View widget, but it is enabled by default for the My Task Card View widget. When saving filters is enabled, users can save search filters under My Projects or My Tasks on the dashboard.

After clicking the Search button, the user clicks Save This Filter to save the current filter fields.

Saved filters in My Projects

Note: If the user clicks Save This Filter without first clicking Search, the saved filter does not use the criteria that the user has selected. Instead the saved filter includes the criteria for the search results that are currently shown..

A user can select one saved filter as the default, which will be loaded automatically when the user navigates to My Projects. To set a default filter, select Manage Saved Filters and then select the star to the right of the filter that will be the default.

To enable saved filters for the My Projects Card View widget, select Enable Save Dashboard Filters in the widget's configuration settings. Each user can save up to five filters.

To use saved filters, stored procedure mode must also be enabled for the My Projects Card View widget.

See Stored procedure mode.