Star Filters allow you to save commonly used filters on most list screens. They will save you time when you search by commonly used filters. You can:
- Combine multiple filters to create a star filter
- Set a star filter as the default filters for when you come back to that list screen
- Star filters are set by each user for themselves on each list screen.
To save a Star Filter, after you have added the filters you want, click on the ★ button below the filters then select New ★ Filter:
You will need to give your Star Filter a Name and can select Set as Default if you want the star filter to be the default when you return to this list screen and then click Create.
You will now see the Name of the Star Filter you have just created above your filter list. To view the list of all your Star Filters for this list screen click on the ★ button and select ★ Filters:
You can search for any Star Filter you created for this list screen, and select them by clicking on their name. To set or change you default star filter, click on the ellipsis to the right of the Filter and select Set as Default. Now whenever you return to this list screen the star filter will be applied by default.
You may also delete a star filter by selecting Delete from the ellipsis.
Note:
- To change the filters that make up a star filter, simply delete it and create a new star filter.