Saving and managing your filters

Edit online

Use filters to view only the inventory items that apply to a specific criteria that you are interested in. You can save, share and manage your custom filters.

Saving filters

To reuse a specific search criteria again and again, when the filter is active, click the arrow that is next to the Add Filter button, and then click the option to Save Filters As New Filter. In the Saved Filters window, you can supply a name to this particular set of filters, optionally share the filter, and then save it.

If you select Share With Other Users your filter becomes public. For more information about public filters see Public Filters. You can apply a saved filter to all items in Item Grid View, or to just a specific item within a work queue.

Public vs. private filters

Filters can be either public or private. By default, when you save a filter, it is private unless you specify otherwise.

  • Private filters are only available to the user who created it.
  • Public filters are made available to all IBM® MRO Inventory Optimization users within an organization.

Loading Filters

  1. To load a saved filter, from the Filter drop-down menu, click Load Saved Filter.
  2. In the Load Saved Filters window, your private filters are listed above the available public filters. Click a filter to highlight it. Once highlighted, the Load button displays.
  3. Click Load to apply the filter.

Quick-loading filters

On the Filter drop-down menu, you can find the Most Used Filters list, which contains up to three of your most saved filters. You can use the list to quickly choose and load one of your filters.

Editing saved filters

  1. In order to edit a saved filter, you must first load it and then you can modify the filter as required.
  2. Then from the Filter drop-down menu, select Save Filters to Filter .

Note: Public filters are edited and managed differently from private filters. For further information, see Public Filters.

For information about modifying filters, see Add Item Filter.

Viewing and deleting saved filters

  1. To view and delete your public or private saved filters, click Filters > View Saved Filters.
  2. Click a saved filter to select and highlight it.
  3. Click Delete to permanently remove your saved filter.