Add a filter

The Filter menu Filter icon. contains a number of default options, such as all active students. You can add your own options to this menu using queries or snapshots that have already been created.

To add a filterClosed a set of criteria to selectively screen out incoming information, such as "all active students" or "former students" to the Filter menu:

  1. Go to a list page, such as the Student List.
  2. In the upper-right corner of the page, click the Filter icon Filter icon. , and then select Manage Filters:

  3. Filter menu drop-down with manage filters selected.

  1. The Manage Filters pop-up appears:

  2. Manage filters pop-up.

  1. To add a new filter, click New. The Filter Pick List appears:

  2. Filter pick list.

  1. Type a Name for the new filter.
  2. Click the Owner drop-down to select who will be given access to the filter.
  3. Click the Filter Type drop-down to select Saved Query or Snapshot.
  4. Select the queryClosed a request to find a group of records that match specific criteria at a particular time or snapshotClosed a static picture of a particular group of records that you can file and easily retrieve you want to add to your Filter menu.
  5. Click OK. Your query or snapshot is added to the bottom of the list of your filters:
  6. Click Close.

    7. Note: Do not select All Records from your Filter menu if your next step will be to run a query. Instead, select All Records in the Search based on list on the Query window. Not only does this save a page refresh, it also prevents a potentially large list of records from being loaded unnecessarily.