Manage Filters

You can edit and manage filters in Demandbase. You can update filter details, mark filters as favorites, change their visibility, delete filters, or move them to another Workspace.

Edit Filter Details

1. From the left navigation bar, go to Database > [Object] Filters.
2. Click the name of a filter. 

3. Update any of the following details:

   • Selectors: Go to the Selector tab, update the selector criteria, and click Save.
   • Name:
     • Option 1: Click the top list name and edit the name.
     • Option 2: Go to the Detail tab. Hover over the list name, click the pencil icon, and edit the name. Click the checkmark next to the box.
       
   • Description: Go to the Detail tab. Hover over the description, click the pencil icon, and edit the description. Click the checkmark next to the box
   • Owner: Go to the Detail tab. Hover over the owner name, click the pencil icon, and edit the owner. Click the checkmark next to the box.

Take Additional Actions on Filters

1. From the left navigation bar, go to Database > [Object] Filters.
2. Select the checkbox for one or more filters.
3. Click Take Action and select one of the following:
   • Make Favorite: Make the filter a favorite.
   • Unfavorite: Remove the filter as a favorite.
   • Make Public: Make the filter public.
     Important: After you make a filter public, you cannot change it back to private.
   • Delete: Delete the filter.
   • Send to a Workspace: Duplicate or move the selected filters to another Workspace. This option requires a Workspaces license. See Manage Workspace Assets: Lists, Filters, and Reports.