Save and use filters in a list view

task brazil Updated Sep 10, 2026 2 min read t_SavingFilters.md
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Depending on your access rights, you may save filters for everyone, a user group, or yourself. You can apply saved filters and edit or delete them.

Before you begin

Role required: varies depending on action. See procedure.

Note: A new Create ACL allows all users to save filters by default. This ACL overrides any custom ACLs in place if administrators are restricting filter access. The new ACL gives all users access to the User field by default, and access to the Group field only if users have the filter_group role and are in the currently selected group.

Procedure

  1. Navigate to a list and create or modify a filter as described in Create a filter in List.

  2. Select Save....

    Additional options for saving the filter display.

    [Omitted image "save_filters.png"] Alt text: Save filter options

  3. Enter a name for the filter in the Save as: field.

  4. Select one of the following visibility options.

Me

Creates a personal filter, which only you can access. If you don’t have Write access to the User field, this option isn't available. See your administrator for more information.

Everyone

Creates a global filter, which all users can access. This option is available to users with the filter_global role.

Group

Creates a group filter, which only members of the user group you select can access. This option is available to users with the filter_group role. If you don’t have Write access to the Group field, this option isn’t available. See your administrator for more information.

5. Select **Save**.
  1. To use your saved filter, return to the list, select the List control menu ([Omitted image "list-control-menu.png"]), and select your filter from the Filters submenu.

  2. To edit or delete your personal filters, return to the list, select the List control menu ([Omitted image "list-control-menu.png"]), and select Edit personal filters from the Filters menu.

    1. Review the Filters list and select the title of the filter to edit.

      If no results display, select the Show/hide filter icon ([Omitted image "show-hide-filters.png"]) and remove any applied filters.

    2. Update the filter title or add or remove conditions.

    3. To delete the filter, select Delete and confirm deletion.

    4. If you edited the filter, select Update.

Parent Topic:Filters and breadcrumbs

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