To Modify a Saved Filter

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

To Modify a Saved Filter

1. Open the form.
2. In the form's Filter List drop-down menu, select the filter you want to edit.
3. On the table toolbar, click Filter Settings () to display the filtering area.
4. In the filtering area, click the existing filtering conditions to edit them or add new filtering conditions. For details, see Filtering and Sorting Capabilities: To Create and Manage Quick Filters and Filtering and Sorting Capabilities: To Create an Advanced Filter.
5. Do one of the following to save your changes:
   • In the filtering area, click Save Filter.
   • If you want to save the filter under another name, in the filtering area, click ... > Save As and specify the new filter name.