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or all filters can be removed (along with filter bar) by using Toogle Filter bar button, It can be pressed again to activate filter bar again. 

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Save & Share Grid View filters

Status
colourGreen
titleSince 4.9

(warning) Classic grid filtering available in column menus was now removed. Filter Bar should be used to perform all filtering tasks.

Filter management menu

A drop down filter menu is available to perform the following operations:

  • View saved filters list

  • Open all saved filters

  • Save currently set filter in a Grid view as a new Saved filter

  • Reset filter in current class

  • Reset filter in all class tabs

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Saving a filter

Define a filter in a Grid View:

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Note that the tab Rum (2) shows a filter icon, indicating that the content is filtered. You can also see two columns that have filter values set.

A filter is now ready and will be reused across other Rum tabs, for example when changing the Floor object.

To save a filter for later use, please select Save current filter As from the filter drop down:

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A new filter dialog is opened:

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Fill in the name and select Add to save the filter.

Sharing Filters

In order to make the filter available to other users in the system, please follow these steps:

  1. On the Manage Grid Filters view, select the filter.

  2. Then, use the Share function.

This view is displayed automatically when a new filter is saved or by using the Filter menu and selecting More… function:

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(info) Each filter includes an icon that indicates if this is filter created by current user, or if its a filter shared by other user.

On the user/groups list, please select desired audience:

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Using Saved Filters

To use a saved filter, simply open the drop-down Filter menu and select the desired filter.

The selected filter will be applied to the current Grid View. If the filter applies to a different class, the tab will be changed automatically.

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If current view does not have objects of a given class that the filter applies to, a message will be shown to indicate this:

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(warning) You might need to change a perspective to the one that includes also this class of objects (for example, from Document to Object perspective)

Global administration of Saved Filters

A system administrator can review, share and delete all system filters defined by users.

In order to do so, please go to Admin Panel → Presentations → Grid Filters:

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