Add a system filter

  1. Go to the Filters (CS209010) window.
  2. Click .
  3. In the top part, specify the settings for the filter:
    1. In the Name field, type the name of the new filter.
      The system fills the Filter ID field automatically when you save the filter.
    2. In the Window ID field, select the window the filter should be applied to.
    3. In the View window, select the view for the selected window.
      If the selected screen does not support reusable filters, you won't be able to create a filter.
    4. To make the filter applied to the form by default, select the Is default check box.
    5. For the filter to be used for form dashboards, select the Is shortcut check box.
  4. In the table, define conditions for the filter.
    For more information about filter conditions, see: About creating temporary or reusable filters.
  5. Click .

Related concepts
About shared filters