Favorite Filters allow runtime users to created preferred views by saving and reusing filters created for executed Search & Select and Query actions. These Favorite Filters are unique to each user and saved locally. Each app can have more than one Favorite Filter, and they can be used by the same user across more than one app.

The examples shown in the following sections are for a Search & Select action–the same filters can be created with a Query action requiring user input.

Enabling Favorite Filters

Designers can enable Favorite Filters when creating Search & Select or Query actions for any app. To enable Favorite Filters for a specific action, create a new action or edit an existing one and click the check box Enable Favorite Filters.

Using Favorite Filters

Runtime users can create and reuse Favorite Filters for any action in any app where the feature was enabled by the designer. The option to create and use Favorite Filters appears when the specified action executes as part of an action flow or when manually triggered. When a new Favorite Filter is created by a user, it is stored locally on their system and made available as a Favorite Filter for any enabled action for any app they use.

Note

As Favorite Filters are saved locally by user, filters created by one user will not work on the system of any other user. 

To add a new Favorite Filter 

When a Search & Select or Query action executes that requires input from the runtime user, and Favorite Filters are enabled, the user can create a filter as normal and add it as a new, reusabled filter.

  1. Open an app and retrieve data that requires user input (Search & Select or Query screen).
  2. From the action window, search for and filter the list of retrieved data. 



  3. Click on the Favorite Filter drop-down and select Add...



  4. In the Add Filter dialog, enter a name for your Favorite Filter and click OK.
  5. Select the new filter from the drop-down. Your filter is now saved and can be reused for any enabled action.

To use or reuse a Favorite Filter

  1. Open an app and click on a user menu button to retrieve data that requires user input (Search & Select or Query).
  2. Click on the Favorite Filter drop-down and select a Favorite Filter from the list.



  3. Execute the action.

To update a Favorite Filter

  1. Open an app and click on a user menu button to retrieve data that requires user input (Search & Select or Query).
  2. Click on the Favorite Filter drop-down and select a Favorite Filter from the list.
  3. Change the value or values of any filter for the action.
  4. Click on the Favorite Filter drop-down and select Update.
  5. Choose the updated Favorite Filter from the drop-down to use the updated filter.

To remove a Favorite Filter

  1. Open an app and click on a user menu button to retrieve data that requires user input (Search & Select or Query).
  2. Click on the Favorite Filter drop-down and select a Favorite Filter from the list.
  3. Click on the Favorite Filter drop-down and select Remove.