Add Filters

This section provides detailed procedures to add filters to the views.

Filters can be added to further classify the information in the lists. The user can create filters using the filter expressions.

Scenario

Consider the case of the Support Incident list items. The Support Representative wants to create a High Priority  view to view all the support incidents related to the Business Unit, where the Incident Origin  is Email and the Service Level is Gold. To achieve this, the representative can create a view and build a filter expression. When creating a view, the user has an option to create filters for any of the user defined and system generated fields. There are different filter conditions that can be used for creating the filters. Below are the filter conditions that can be used.

• is equal to

• is not equal to

• is greater than

• is less than

• is greater than or equal to

• is less than or equal to

• contains

To add filters to the views

1. In the Enterprise Console, click the Menu button, click Lists, and then click Support Incidents. The Support Incidents list items page appears.

2. Go to the View drop-down list field and select Create View.

3. Type the name by High Priority for this view of the list.

4. In the Filter Columns field, click Show items only when the following is true radio button.

5. Select Business Unit from the Show the items when column drop-down list.

6. Select the is equal to filter condition from the filter condition drop-down list.

7. Select the Value from the Value drop-down list.

8. Type Telematics in the empty field.

9. Select the and radio button to add additional filters. By default, the Or button is selected.

10. Add another filter by selecting Incident Origin from the When column drop-down list.

11. Select the is equal to filter condition from the filter condition drop-down list.

12. Select the Value from the Value drop-down list.

13. Type Email in the empty field.

14. Click the Show More Columns to add more filters.

15. Another set of filter conditions appears in the filter field.

16. Click the And radio button.

17. In the new filter rows, select Service Level from the When column drop-down list.

18. Select the is equal to filter condition from the filter condition drop-down list.

19. Select the Value from the Value drop-down list.

20. Type Gold in the empty field.

21. Click Create View.

To view the filtered view

• Select the High Priority view from the View drop-down list in the Support Incidents list screen. You can see the grid columns according to your filter specifications.