Saving a worklist filter


 

If you repeatedly filter the worklist using the same search criteria, create a worklist filter to save the search criteria. You can reapply it quickly by selecting it from a lists. After the filter is applied, the matching entries are displayed in the worklist. Creating a worklist filter requires List Saving permissions.

 

To save a worklist filter, follow these steps:

  1. Use the Filter tool, , to define the search criteria.

  2. Scroll to the bottom of the worklist to the Save List As section. The Save List As field appears when the worklist filter does not match an existing filter, and the label in the filter pull-down list shows -Unnamed-.

  3. Select a user account.  This is preset to your own, unless you are the administrator.

  4. Select a list type.  Depending on your user permissions, they include

  5. If the type is New, enter a name for the filter.

  6. Click the Save Button.