Filter Panel

The Filter Panel allows users to apply filters to refine the information they view in their workspaces. This page teaches you to apply a filter, access more filters, and change the default filters in the Filter Panel.

Clicking the Information button next to the Hierarchy field opens the Hierarchy window.

The hierarchy field with the information button accentuated

The Hierarchy window displays the appropriate choices available in the Hierarchy field. Click the expanding sections until you find the appropriate hierarchical value.

The Hierarchy window with its sections expanded

ClosedApply a Filter

To apply a filter:

  1. Click the Filter ButtonPictured is a button that looks like a funnel.on the toolbar to open the Filter Panel.

  2. Fill in the appropriate fields in the Filter Panel.

  3. Click the pulsing orange check mark at the top of the once you have selected your filters.

    The records displayed in your workspace now refresh. The filter is applied to the records.

ClosedAccess More Filters

To access more filters:

  1. Click the Filter ButtonPictured is a button that looks like a funnel.on the toolbar to open the Filter Panel.

  2. Click the More Filters button near the bottom of the Filter Panel.

    Additional filters appear.

ClosedChange the Default Filters

To change your default filters:

  1. Click the Filter ButtonPictured is a button that looks like a funnel.on the toolbar to open the Filter Panel.

  2. Click the Configure Filter buttonPictured is a button that looks like a gear from a machine..

  3. Click the left and right arrows to add filters to your Main Filters.

  4. Click the up and down arrows to choose the order of your filters.

  5. Click the Save button.

 

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