Access frequently used or complex smart filters quickly and easily by making it a 'favorite' that you can access on the dashboard.
Making a smart filter a favorite means the smart filter is accessible from the Favorite Smart Filters section of the Dashboard and the related table’s App. When clicking a favorite smart filter, the associated table will open with the smart filter applied.
How to Make a Smart Filter a Favorite
- Access the Manage Smart Filters app. Three methods:
- Option 1: Click the
button in the upper left corner and select "Building Blocks." Then click the "Manage Smart Filters"App.
- Option 2: From within the table where the smart filter is saved, select Smart Filters > Manage Smart Filters
- Option 3: From a page displaying the Favorite Smart Filters section, click the gear icon (
) next to the section and select Manage Smart Filters.
The Manage Smart Filters screen appears to display all of your smart filters. Here's an example:
- Option 1: Click the
- Click the
to the left of the smart filter to make it a favorite. The star icon will now appear like this:
. The smart filter is now accessible from the Favorite Smart Filters section of the Dashboard and the smart filter's related App.
Pro Tip: If you want to remove a smart filter from being a favorite, click the star again so that it is grayed out and not filled in with blue.