Talisma Fundamentals User's Guide.book

Using FiltersTo Copy a Filter1. In the Home, Trash Can, or any user-defined Workspace, select Filters from the Edit menu.The Filter Manager is displayed.2. Select the required Filter and click Copy to.The Copy Filters to dialog box is displayed.3. Copy the selected Filter to Users, Teams, or Roles.Click Select All to include all the Users listed in the dialog box, and Clear All to clear the selection.- OR -Select Workspaces to copy the Filter to a Table View in another Workspace, and click OK.Click Select All to include all the Workspaces listed in the dialog box, and Clear All to clear theselection.4. Click OK.The Filter is copied.NoteTo copy a Workspace and the Filters associated with it, to other Users, you must haveCopy Filters to other Users and Copy Workspace Permissions.Deleting a FilterYou can delete a Filter you no longer require. If you delete a Filter you have copied to other Users, theFilter is deleted from your Table View or Workspace only. The other Users to whom the Filter is copiedwill still have access to their copies of the original Filter.To Delete a Filter1. From the Edit menu, select Filters.The Filter Manager is displayed.2. Select the Workspace from which you want to delete the Filter.The Table Views associated with the selected Workspace are displayed.3. Select the required Table View.The Filters created for the selected Table View are displayed.4. Select the required Filter and click Delete.341