Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Saving a Filter

Saving a Filter

If you expect to reuse the filter options that you applied to the canvas, save the options as a filter. After you save a filter, you can choose to make the filter the default filter whenever the selected record is displayed in the canvas.
  1. In the
    Filters
    panel, click
    Saved Filters
    .
  2. Type a name in the
    Filter Name
    field.
  3. To share the filter with colleagues, select
    Public
    .
  4. Click
    Save
    .
    The filter options that are currently applied to the view are saved.
  5. To always apply this filter with the selected record, click the
    Default for <Business Entity>
    button.