Friday, September 1, 2017

How to create different filters (Home Page Filtered List, Public Filter, Private filter)

  1. Context

Three cases below are documented:
Home Page Filtered List - at profile level
Public Filter - at profile level
Private filter - at user level
  1. Home Page Filtered List - at profile level

2.1


2.2
2.3
2.4
2.5


2.6
2.7

2.8
  1. Public Filter - at profile level

Repeat 2.1-2.2 to create filter on object type
3.1
3.2


3.3
From the jump-to links, click Navigational Views.


3.4
Click Filtered List.


3.5
In the Associated Filters section click Associate.


3.6 Test object Risk issue




Sample of loss event public filters
  1. Private filter - at user level

4.1 Navigate to object type you need to add filter, in this case Loss Event


4.2 Click Advanced and define the filter as needed, and check result by click filter button


4.3 Click save to save the current filter as My Personal Filter 1


4.4 Log out and login again, you will see your personal filter. You can Change and remove it by simply clicking button respectively.

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