Preface
Introduction
Getting Started
Data Director with Business Entities
Data Director with Subject Areas
Hierarchies and Relationships
- Investigating Hierarchies and Relationships
Workflows and Reviews
- Participating in Review Processes
- Review Processes Reference

Data Director User Guide

10.3

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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.

In the

Filters

panel, click

Saved Filters

Type a name in the

Filter Name

field.

To share the filter with colleagues, select

Public

Click

Save

The filter options that are currently applied to the view are saved.

To always apply this filter with the selected record, click the

Default for Entity

button.

Filtering Records and Relationships

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Data Director User Guide

Data Director User Guide

Saving a Filter

Saving a Filter