Using Custom Filters* Please note that the 'Save Filters' option must be turned on in the system settings in order to use the save feature.
Adding a filter
On the list of Ideas, locate the Advanced Filter link
Once you click on the "Show advanced search" link, you will see the following screen:
Select the criteria for your filter, when you are done, click on "Save Filter"
You will have an opportunity to name your filter, pick your name carefully as it cannot be changed (you can delete the filter however)
Congratulations, your filter is now ready for use!
Using a filter
On the list of ideas, now that you have a custom filter, you will have a custom filter menu available with your list of filters:
Simply select your custom filter and the list of ideas will automatically reload according to your filter settings
Deleting a filter
Click on the Show advanced search link:
Then select your filter, you will notice an additional option on the Advanced search screen, you can now delete your filter
Changing a filter
Changing filters is not currently supported, you will have to delete and re-create the filter
Filtering by Custom Property
Filtering by a custom property is via the CONTAINS condition.
- SLA-date contains "2014-02" - SLA-date is in Feb 2014
- SLA-date contains "2014-02-06" - SLA-date is on Feb 6 2014
- SLA-date contains "-02-" - SLA-date is Feb of any year