Grid Filters

This section explains the filters in the document grid.

To apply standard and advanced filters, follow the steps below.

In the eTMF module, click on the Filters option.
Two options appear: Advanced and +. Click the + icon to add a filter.
Within the dropdown menu with various field names, select the desired filter fields and click on the Apply button.
The selected filters will display above the grid. Use the dropdown arrow next to each filter to apply specific conditions as needed.
To remove a filter, select the Clear option within the filter dropdown.

To create a new filter, follow the steps below.

Click on the Advanced button and select the + Create New Filter option above the documents grid. The Create Filter window opens.
On the Create Filter screen, enter a title for the filter and click the + Add Filter button.
Click the dropdown and select a field to apply filters for.
Select the logical operator and enter the value for the selected field.
Click on the Create button.
The filter will appear above the grid. Select the filter to apply it to the grid contents.

Manage filters allows users to view and share the created filters.

To manage the existing filters, follow the steps below.

Click on the Advanced button and select the Manage Filters option.
On the Filters screen, select the filter and it appears in the right pane with +Add, Copy, Remove and Share options enabled.
Users can perform the following activities on the filters in the Manage Filers window:

Share Filters

To share a filter, follow the steps below.

Select a filter and click on the Share button. The Share window opens.
Select the Users / Groups by accessing the respective sections and add them to the Selected member’s section.
Click on the Share button once the necessary users and/or groups are added.

Remove Filters

To remove the filters, follow the steps below.

View Shared Filters

Users can view the filters that are created, shared by and shared with them by clicking the required tabs in the Filters window.