Customizing Filters and Field Sets
Customizing Filters and Field Sets
An individual user may have field sets and filters that they use more than others or see filters in the list that they don't use at all. The order in which these appear can be changed for the individual user. Filters and field sets can also be hidden so they don't appear in the list for the individual users.
Filters
Changing the Order
The filter at the top of the list will become the default filter for the individual user on each login.
Click the 
icon and select Manage Filters. A pop-up window appears with a list of all filters the user has access to.
1. Click on the filter to appear at the top of the list so it is highlighted.
Hiding Filters
Click the 
icon and select Manage Filters. A pop-up window appears with a list of all filters the user has access to.
1. Click on the filter to hide, so it is highlighted.
2. Click the Show/Hide button. The filter text will become light grey.
3. Click Save. This filter will no longer display in the list of filters for this user account.
It can be restored by using this same process again if it is needed at a later date.
It can be restored by using this same process again if it is needed at a later date.
Field Sets
Changing the Order
The field at the top of the list will become the default field set for the individual user each time they log in.
Click the 
icon and select Manage Field Sets. A pop-up window appears with a list of all field sets the user has access to.
1. Click on the field set to appear at the top of the list so it is highlighted.
2. Use the Up button to move the field set to the top. (or use the Down button to move the filter further down the list).
3. Click Save.
Hiding Field Sets
Click the icon and select Manage Field Sets. A pop-up window appears with a list of all field sets the user has access to.
1. Click on the field set to hide, so it is highlighted.
2. Click the Show/Hide button. The filter text will become light grey.
3. Click Save. This filter will no longer display in the list of filters for this user account.
It can be restored by using this same process again if it is needed at a later time.
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