Filters (QuickQueries)

A filter (formerly known as QuickQuery) is a search predefined by an administrator that helps users to quickly access a list of items. For example, you can set up a filter that refines a list of records to show only those records assigned to a certain department. A filter does not display fields or values a data filter excludes. For more information about data filters, see Filtering the Display of Data.

You can filter data for any field name in a list portlet. You must designate the modules, groups, or users that can access each Global Filter you create. Global Filters not assigned to the user do not appear in the user's My Filters list. If you set up multiple queries for a page, users can add any of those queries to their My Filters list, and specify one of them as a default filter.

Multiple daily users can assign a filter the same name. Civic Platform differentiates these filters by the user's login name. For example, John Q. Smith and Ann Jensen can both create a query called "Projects Due Today." A user or administrator who wants to create two filters with the same name on the same login account must differentiate the two. For example, "Opened Today with Balance (Global)” and "Opened Today with Balance (My Filters)."