Ad hoc filters are private filters that are not saved and only used in one session. Use
an ad hoc filter if you do not frequently access the search criteria.
About this task
Only one ad hoc filter can be applied at a time.
You cannot apply both a public filter and an ad hoc filter.
You can apply an ad hoc filter, a folder filter, and search criteria that you enter in the Search
box. An object must match all the criteria to be displayed in the Grid View.
Procedure
- From a Grid view, click
to access filters.
-
In My Filters, click New
Filter.
-
Do not complete the Name field. Leaving the
Name field incomplete ensures that the filter is not saved.
-
Complete the remaining fields and conditions and click Apply. For
more details about how to create a private filter, see Defining private filters.
When the filter is
applied, a filter named Unsaved Filter and number of results are
indicated in the Grid view's header.
-
To edit the ad hoc filter, enter your changes in the filter pane and click
Apply. Repeat as often as required.
Tip: If you decide to save the filter, complete the Name field
and click Save.
-
To delete the ad hoc filter, click Unsaved Filter in
the header and refresh the list.
- Optional:
To further refine your search, enter search criteria in the Search
box.
- Optional:
To further refine your search, apply a folder filter.