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Save a Property Filter

The Properties filter workspace

  1. Open Properties and choose Edit Filter.
  2. Add the criteria you need and apply them to verify the result set.
  3. Select Save filter and name the search.
  4. Choose the offered individual or team scope, and an optional folder when the save dialog offers it.
  5. Save the filter, then select it from the Properties sidebar to reuse it.

A saved filter stores the search criteria; it is not a static list of the rows currently returned. If your search includes the incomplete-records scope, that scope is saved with the filter as well.

See Saved Property Filters and Lists.