Common Features: Save Your Filter Configurations as a Template

If you use the same filter settings repeatedly you can save them as templates.

With this feature you can

Create templates for your filter settings;
Modify existing templates;
Create new templates using the existing ones;
Manage your template list.

Create Templates for Your Filter Settings

To save the chosen filter configurations as a template

Click Save.
Enter a name for your template.
It is suggested that you use a distinctive template name.
Select Share favorite with company users if you want to make it available for those users from your company who have access to the respective section.
Click Save to confirm the template creation, or else click Cancel.

Note

The template name should be not more than 50 characters long.

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Modify Existing Templates

To modify an existing template, you should be the owner, i.e., the creator of the template.

To modify an existing template

Use the drop-down menu to select the template you want to modify.
Make the necessary changes. As you change the filter configurations, your template name will be marked with Edited label.
To save the changes click Save.

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Create New Templates Using the Existing Ones

Both, the owner of the template, i.e., the creator of the template, and the user whom the template was shared with can create a new template based on the configurations of an existing one.

To create a new template based on an existing one

Follow steps 1 and 2 of Modify Existing Templates.
Open the drop-down menu, next to the Save button. Select either of the options offered in the menu.
- Save as – to save the changes as a new template.
  After Save as button is selected, follow the above-mentioned 2, 3, and 4 steps of Create Templates for Your Filter Configurations.
- Discard – to discard the changes.
- Delete – to delete the existing template, i.e., the one you made changes to.

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Manage Your Template List

You can manage your template list and delete the ones that you no longer need or use. To delete a template, you should be the owner, i.e., the creator of the template, if a template was shared with you, you will not be able to delete it.

To delete an existing template

Choose the template from the drop-down list.
Select Delete from the drop-down menu, right next to the Save as button.
Select Delete on the opened Delete this Template? dialogue box to confirm the deletion of the template, or else click Cancel.

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