Saved filters

You can configure the My Projects Card View widget to allow users to save up to five filters for later reuse.

If this feature is enabled, users can save search filters under My Projects on the dashboard. After clicking the Search button, the user can click Save This Filter to save the current filter fields.

Saved filters in My Projects

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, select Enable Save Dashboard Filters in the configuration settings for the My Projects Card View widget. 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.