Create a private filter - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

A private filter is saved search criteria that is accessible to you. To create a private filter, complete the following steps.

  1. In the Explorer grid, in the Views pane, select the view you want to use as a basis for your filter.
  2. In the right pane, define your quick search or create conditions for an advanced search.
  3. If the search returned the results you want, in the Current View toolbar, click the Save private filter button. If not, refine your search and then repeat this step.
  4. In the Save Filter dialog box, type a name and an optional description for the filter and then click OK.
    After you save the private filter, it appears below the view you used to create it in the Views pane.