To Save a Filter for Future Use

You can save a filter for later use on the processing or inquiry form to which it will be applied, as described in this topic.

To Save a Filter on a Generic Inquiry Form

  1. Open the generic inquiry form you want to add a filter to.
  2. On the table toolbar, click Filter Settings () to display the filtering area.
  3. Set up a filter, as described in To Set Up a Filter on Table Columns or Advanced Filters: General Information.
  4. In the filtering area above the table, click Save Filter or ... > Save As.
  5. In the dialog box that opens, in the Name box, type the name of the filter.
  6. If you want to share this filter with other users, select the Shared check box.
    Note: For more information, see Advanced Filters: General Information.
  7. If you want to apply this filter each time you open the form, select the Default check box.
  8. Click Save to save the filter. This filter will appear in the inquiry form’s Filter List drop-down menu.