Add and Manage Resource Filters

Resource filters can be applied to help customize your search process.

To create a new filter

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click Create Filter.
    The Resource Filter page is displayed.

  1. In the Name field, type a name for your filter.
  2. Select Share This Search check box if you wish to make the resource filter available to other users.
  3. Click Add Rule to add a line of criteria.
  4. Click the Resource ID field.
    A drop-down menu is displayed.
  5. Select the resource id required.
  6. Click the Equal To field.
    A drop-down menu is displayed.
  7. Select the value required.

Note: Different field types will offer different logic options (i.e. value list, date or numeric fields).

  1. Click Add Group to separate the AND/OR logic in the search if needed.

Note: You can click Delete Rule at anytime to delete a rule you added.

Note: Click Columns, on the right, to select the columns required to be displayed in the preview.

  1. Click Preview to test your filter results.

  1. Click Save.
    A message is displayed at the top right corner of the page indicating that the filter is created successfully.

 

To edit a filter

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the drop down arrow next to Create Filter.
    A drop-down menu is displayed.
  2. Select Edit Filter.
    The Resource Filter page is displayed.

  1. Edit the fields required.

  1. Click Save.
    A message is displayed at the top right corner of the page indicating that the filter is updated successfully.

 

To copy a filter

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the drop down arrow next to Create Filter.
    A drop-down menu is displayed.
  2. Select Copy Filter.
    The Resource Filter page is displayed.

  1. Edit the fields if needed.
  2. Click Save.
    A message is displayed at the top right corner of the page indicating that the filter is copied successfully.

 

To delete a filter

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the drop down arrow next to Create Filter.
    A drop-down menu is displayed.
  2. Select Delete Filter.
    A DELETE FILTER pop-up window is displayed.

  1. Click Yes to confirm deleting the filter.

 

To run a filter

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the Filter icon.
    A drop-down menu is displayed.
  2. Select the filter required.
    The resources are displayed accordingly.