How to Create a Saved Filter
5 min
to begin, navigate to the user management interface before you can save a filter, you first must create one you can learn about how to create a filter by following the instructions found https //help regpack com/utilizing the search bar in user management after setting all of your filter conditions, you will be able to select save filter up in the upper left hand corner of the screen (click the arrow on your right hand side to expand this menu) saving editing and deleting a filter img2 png this will open a menu where you can name and save your filter now you will be able to access and run this saved filter by clicking on the search bar and selecting saved filters saving editing and deleting a filter img4 png note saved filters will save to this project system for all admins with access to view and run you cannot create a saved filter that is visible only to you delete a saved filter to delete a saved filter, simply run the filter via saved filters, click the arrow on the right side of the filter details (shown below), and then click delete saved filter the filter will still be enabled, so you can re save it if you change your mind saving editing and deleting a filter img5 png editing a saved filter you can edit a saved filter by first running the filter, and then changing the settings of that filter saving editing and deleting a filter img6 png in the example above, the saved filter was on “application form completion status is not complete” the status is now changed to “ is complete” new options will appear click on update current filter if you’d like to overwrite the current filter click on save as new filter if you’d like to create a new filter with your new search, and keep your original one send filtered users to other admins with filter link sharing filter for users → copy the url → send the link to your colleague who has regpack admin access collaboration between admins within an organization has been made even easier when you or another admin apply a filter from user management or payments, you will now see a url that displays at the top of the page if you want to share a specific filtered view with someone else within your organization you can send them the link while they are logged in to view that same filter!
