Add Filter

Overview

A filter may be added in the My Filter Window, that can be launched from the Contracts accordion window.

 

Add Filter

To add a filter:

• Click on the Edit Filter Button to launch the My Filter Window.

• Click on the Add Button.

• Enter a Name for the filter.

• Select the Filter Types on the left and their associated values to filter on the right.

• Click on the Default Filter checkbox if the selected filter should be the default filter.

• Add a description if desired.

• Click on the Save Button.

 

Notes

• It is necessary to click the Add Button before editing a filter and before saving.

• Selecting multiple 'applied filters' uses the "OR" operator, while adding a second filter type within the filter uses the "AND" operator.

• The only required field for a filter is the name.

• Once a filter has been applied for a Filter Type, the name of the Filter Type will change to red font.