To Modify a Saved Filter

You can modify a saved filter on the inquiry or processing form this filter is applied to, as described in this topic.

To Modify a Saved Filter

1. Open the form and navigate to the tab with the filter that you want to edit.
2. Do one of the following to modify the filter:
   • In the filtering area, edit any of the existing filtering conditions or add new filtering conditions, as described in Filtering and Sorting Capabilities: Process Activity.
   • Either on the table toolbar or in the filtering area, click Filter Settings () and do any of the following to modify the filter:
     • Select or clear the Active check box in a table row to change which clauses are active.
     • Click Add Row, and then specify the new clause; repeat this step as many times as you need.
     • Edit any of the existing clauses.

     For details about filter settings of advanced filters, see Managing Advanced Filters.

3. Do one of the following to save your changes:
   • In the filtering area, click Save.
   • If you want to save the filter under another name, in the filtering area, click Save As and specify the new filter name.
   • In the Filter Settings dialog box, click Save and click Apply to close the dialog box.
   • If you want to save the filter under another name, in the Filter Settings dialog box, click Copy, specify the new filter name, and click Apply to close the dialog box.