1. User Guide
  2. Filter
  3. Creating Filter Definitions

Creating Filter Definitions

To create a Filter definition, complete the following steps:

  1. To create a Filter Definition, click the Add ( Add icon) button in the Filter Summary Page.
    The Add Filter Definition Page is displayed.

    Figure 14-1 Add Filter Definition Page


    Add Filter Definition Page

    Table 14-2 Field Description

    Field Field
    Name The unique Filter Definition Name.

    Note:

    You can enter up to 100 characters. All characters are allowed except " & ' and " ' ".
    Folder Select the Folder Name where the Filter is to be stored from the drop-down list.
    Description A brief description about the Filter Definition.

    Note:

    You can enter up to 100 characters. All characters are allowed except " & ' + @ and ~.
    Read-Only Toggle the button to set the Access Type.

    Read-Only: Select this option to give other users the access to only view the Filter Definition.

    Filter Type You can set the new Filter Definition, to any of the following Filter Types:
    • Data Element
    • Hierarchy
    Click the respective to filter for more information.
  2. Click Save (Save icon ).
    The new Filter Definition is created successfully.