Managing Filter Sets

You can manage filter sets directly from the Customer Success Cloud features where the Filters panel is enabled. Click in the Filters panel to manage your own filter sets, and any you have sharing access to.

This enables you to do the following actions:

• Create a new filter set
• Save updates to an existing filter set
• Create a new filter set using an existing one as the base
• Edit an existing filter set
• Delete a filter set
• Set a filter set as the default one used

Notes:

• Filter sets are shared across relevant components. For example, a filter set created from a playbook task management feature such as Playbook Task Manager is available to apply from another playbook task management feature, such as Playbook Task Board.
• Although filter sets are shared across relevant features, all features still maintain their default filter sets and remember your last applied filters or filter set independently.
• When you save, edit, or delete a filter set, the changes are automatically reflected across the features where that filter set is available.
• If the same filter set is selected in multiple features, when the selected filters are updated and saved, you must refresh the page to see them accurately reflected in both places.

Editing a Filter Set

To edit a filter set:

1. Select a filter set in the Saved Filters field.
2. Click .
3. Click Edit. The Edit Filter Set window opens.
4. Update the information with your required changes.
5. Click Save.

Deleting a Filter Set

To delete a filter set:

1. Select a filter set in the Saved Filters field.
2. Click .
3. Click Delete.

Note:

The Delete button does not display if you do not have the appropriate permissions. Contact your administrator.

Selecting a Default Filter Set

To select a filter set to be used as the default:

1. Select a filter set in the Saved Filters field.
2. Click .
3. Click Set as Default.

Deselecting a Default Filter Set

To remove a filter set as the default:

1. Select a filter set in the Saved Filters field.
2. Click .
3. Click Remove Default.

Notes:

• The default filter set is selected by default when accessing the feature from the same browser, on the same device.
• If your selected default filter set allows other users to make changes, any updates are reflected when accessing the feature from the same browser, on the same device.