Manage Filters

You can edit and manage filters.

Edit Details of a Filter

1. From the left navigation bar, go to Database > [Object] Filters.
2. Click the name of a filter. 
3. You can edit the following filter details:
   • Selectors: Go to the Selector tab. Edit the selectors 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 from 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 make it private again.
   • Delete: Delete the filter.
   • Send to a workspace: If you have a license for Workspaces, you can duplicate or move the filter to another Workspace. See Manage Workspace Assets: Lists, Filters, and Reports.