Edit a custom filter

Once you have saved a custom filter, it is available in the filter section of the tool ribbon. Any filters available under the filters list can be modified as necessary.

To edit a saved custom filter:

  1. Select My Time or My Expenses from the My Transactions window.

  2. Click on Edit Filters in the Filter section of the tool ribbon.

    The Edit Filters window opens.

    Edit Filters window

  3. Click on the filter you need to edit, to select it.
  4. Make your changes.

  5. When finished, click the Published arrow and select how you want to publish the filter. Options are:

    • Publish Item to Employee - the filter can be seen and used by only the employee(s) you designate.
    • Publish Item to Team - the filter can be seen and used by the entire team.
    • Unpublish Item - this option is only used when you want to delete a saved custom filter.

  6. Select the team or employees who you want to grant access to, and move them to the Publish to Team or Publish to Employee side of the window.

  7. Click the Save button in the Publish to... window.
  8. Click the Save button on the Edit Filters... toolbar to save the filter.

  9. Click the Close button in the top right corner of the Edit Filters... window.

    The updated filter is now available from the Filters selection button. (See example below.)

 

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