Filter Configuration

1. On the top menu bar, click System Management ( )>Administration>Work Management>Filter Configuration
2. On the Filter Summary page, in the upper-left corner, click Add a Filter                                                                 
3. On the Create Filter screen, fill in the General Info and Filter Criteria sections, as below in Modify Filter, step 4 

1. On the top menu bar, click System Management ( )>Administration>Work Management>Filter Configuration
2. On the Filter Summary page,  in the Name column, click the Name of the filter you want to edit 
3.  On the Filter Details screen, in the Tasks column on the left, click Modify

4.   On the Modify Filter screen, modify the General Info and Filter Criteria: 

                                                                       
   4a: General Info 

    

   Field	Description
   Form	The form the filter applies to:                                                                                              All forms: The filter appears in the Filter dropdown list on all Summary screens (Tickets, People, Work, Assets)                                                                                              Specific form: The filter appears only in the Filter dropdown list on the Summary page for the specific form you linked it to
   Description	The description of the item
   Name	The name of the filter

                                                                               

    

                                                                       
   4b: Filter Criteria    

   Define the filter by adding criteria. The criteria are fields from the form  you chose in the General Info section.

                                                                               

   1. Click Add Criterion. A dropdown list appears. Choose the field from the dropdown list. Some fields need to be configured  in the Description column.

                                                                                          

      General fields common to all apps (if you chose All Forms in 4a: General Info, above). Fields not listed below are specific to a single form.                                                                                                                                                                          

      Field	Description
      Assigned to	The user the item is assigned to
      Close Date	The time when the item was first closed
      Created by	The user who created the item
      Create Time	The date and time the item was created
      Due Date	The deadline for completing the item (date and time)
      First Closed By	The user who first closed the item
      Folder	The folder containing the item. Folders are used to organize items
      Is Past Due	Whether the item is past due
      Item Closed	Indicates whether item has a status of closed
      Item ID	The unique number that identifies each item. It is automatically generated by the system
      Item Valid	Items are valid when all required fields are filled in
      Last Updated By	The user who most recently updated the item
      My Items	Items assigned to you
      Past Due Time	Amount of time the item is past due
      Related Items	The items that are linked to this item
      Scheduled Date	The date on which work on an item is scheduled to start
      Status	The status of the item. The statuses Open and Closed are defaults in lists of apps (Summary pages) and in Advanced Search. Administrators can create custom statuses for each form
      Update Time	The date and time of the last change to the item (in item's History view)
      Work Item Title	The selected Title for the item

                                                                                      

    

5. You can define multiple criteria for a filter. Click the red X to delete a criterion. 
6. When finished, click Save  (Filter Details page appears) or Cancel to discard your changes

Once a filter is used, there is no way to remove it from the Filter dropdown lists on Summary pages (Tickets, People, Work, Assets) except by:

• Modifying the filter so it links to a different form 
•  Deleting the filter from the system. On the Filter Details screen, click Delete.