Quick Filters

Overview

A quick filter is a way to search for a particular set of information, well, quickly. This is done by essentially saving a search as an easily accessible button.

Creating a Quick Filter

The first step to making a quick filter will be to run a search! We’ll fill out our search fields and get our results. Once we have something, we can save this search. Then we’ll hit the ‘Quick Filters’ bar to open up our options, then we can click on the green '+' button to save the search as a new quick filter.

This will open the Quick Filter edit form (see below) where you can name the Quick Filter, restrict it to certain users, and select an icon for it.

Choosing Specific Groups Only when deciding who to share the Quick Filter with will allow you to pick any of the groups associated with user account security levels, as well as custom groups which can be managed by admins through Group Management.

Using a Quick Filter

Once a Quick Filter is created, you can run the filter by clicking the Select Quick Filters drop-down and choosing the desired filter.

After running a Quick Filter, a few new options become available below.

A - Delete filter

The delete option will remove the Quick Filter from the TreeKeeper system.

B - Save filter

This button allows you to add the current search criteria into a new Quick Filter. This is particularly useful for using an existing Quick Filter as a template for creating a new one.

C - Update filter

This button will allow you to change the name, permissions, and icon of the currently selected Quick Filter.

D - Add to Homepage

This button will make the Quick Filter available on your homepage.

For more information on the homepage see: Home Page

E - Alert User

This button will not only add the Quick Filter to your homepage, but it will add it as an alert. Alerts will make the homepage open automatically when you log in if that Alert quick filter returns results.