Filters and queries

Filters and queries enable users to find information easily and efficiently. You can configure filters and queries to display only the data that is relevant to the user in the context of their current business objective or use-case scenario. You can filter data for any field name on a page with a list. There are three types of filters:

Data filters
Global filters
My filters

The process for editing (Create or edit a filter) and deleting (Delete a filter) filters is the same for all three types of filters. However, you can only create data and global filters from the Administration menu. User-defined filters are created by individual users. (See Filters for more information.)

Data and global filters

Data and Global filters allow you to predefine searches that help users quickly access a list of items.

Global filters allow you to assign filters to every user in the agency, make them available to a specific group only, or even limit them to an individual user. Any filter previously assigned can be edited, deleted, and unassigned as necessary.

Note: You can designate one of the global filters to be the primary filter within each page. Only one primary global filter can be assigned at a time. When the daily user assigns a user defined filter as primary, the user-defined filter becomes the primary filter for that user.

Important: For global filters, you must designate the modules, groups, or users that can access each global filter you create (see Assign a data or global filter). Global filters not assigned to the user do not appear in the user's My filters list. If you set up multiple queries for a page, users can add any of those queries to their My filters list, and specify one of them as a default filter.

My filters

Although user-defined filters are created by individual users, administrators can edit or delete user-defined filters from the Administration menu. For more information, see Create or edit a filter or Delete a filter.