Creating Filters for Roles

If your active user role has the ability to create agency filters, you can create a custom filter on any component to be shared by users with a specific role or all roles agency wide. In addition, custom filters are available to other users whose active role has the ability to create agency filters (see Changing a Role for information about assigning the ability to create agency filters).

You can set the role filter as the default filter for the component for all associated roles. In this case, the role filter supersedes any default filters created by users.

Follow these steps to create a role filter:

1. Navigate to the component for which you want to create the filter.

2. Click the Advanced filter link (or if saved filters already exist, select Advanced from the list of filters).
   
   The system displays the Advanced filter overlay.

3. Create the filter and (see Sorting and Filtering Lists for information about creating a filter).

4. In the Save as text box, type the name you want to save for the filter. The name must be different from any other filter saved for this component.

5. Select the Agency-wide setting check box.
   
   The system displays the Roles section of the Advanced Filter overlay.

6. In the Roles field, type the role you want to assign to the filter (you can also search for the role by typing the first three characters and selecting the appropriate role from the search results), or if the filter is to be applied to all roles, select the Apply to all roles check box.
   
   If you select a role, the system displays a new blank Roles field. If the filter is to be shared by more than one role, but not all roles, continue to enter as many roles as required.

7. Click the Save and Apply button.

• Note: If an agency filter has been set as the default filter for a role, a system administrator can create a different filter and set that as the default filter for a single user assigned to the role, and the new default filter will supersede the role filter.

To delete a role filter, open the Advanced filter overlay. Select the filter you want to delete in the Editing field, and click the Delete this setting button.