This option allows users to save the filters according to their needs.
To save or apply previously saved filters, note that this functionality is restricted to the grid view in the following options:
- My Cases
- Cases from my groups
- Cases of my projects
- My Approvals
- Pending approvals
- My Tasks
- Tasks in my groups
- My Project Tasks
| Action | Description |
|---|---|
| Save | When you apply a primary filter or a column filter in the grid view, the option to save the filter is enabled. To complete the saving process, give it a name and click the icon to confirm the filter save. |
| Apply | To apply a saved filter, click the Custom filters and select the filter to apply. Note: If the Custom filters If you don’t see it in the main menu, it’s because you can’t apply saved filters in the current view. |
| Edit | When a custom filter is applied in the grid view, the system allows the modification or addition of new criteria to the existing filter. When you modify the criteria, you can save a new filter or update the applied filter, but you cannot change the filter name. |
| Eliminate | Saved filters can be deleted by the user, as long as they are not applied in the grid view at that time. |
Note: The application of custom filters is not global in nature and does not affect other options or views within the console. The visibility of filters is restricted only to the user who created them.