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Configure your exchange filters.
A filter allows you to display only certain data, according to certain criteria.
These criteria are specific to 
Project Monitor.
A user can set the default filter selected when logging in.
There are two types of filter: static and dynamic.
- static filter A list of objects set manually by the user, which only changes if the user modifies it. This is a saved filter.
- dynamic filter a list that updates automatically according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria. List of filter criteria
Filters can be :
- Private: visible and usable only by their creator.
- Public: accessible and usable by all platform users.
Private exchange filters
Button name | Description |
|---|---|
Transforms the private filter into a public filter, accessible to those who have the right to use it. | |
Allows you to set an exchange filter as default in the list of exchange filters. A small tick will appear on the line of the filter set as default. 💡 It is possible to remove a default filter when you wish to apply a filter on a screen (exchange list..). The default filter will reappear the next time you disconnect/reconnect. | |
Deletes a filter | |
Allows you to delete several filters in a single click: several items must be selected in the list to access this button. |
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Rights required :
- No dedicated rights are required to create, edit or delete a private exchange filter.
General actions
Filter list of private exchange filters
Click on 
Creating and modifying a private exchange filter
This screen lets you create and modify a private exchange filter (accessible only to the user who created it) and view the projects affected by this filter, whether dynamic or static.
Rights required :
- No dedicated rights are required to create, edit or delete a private exchange filter.
General actions
Click on ViewAt the bottom of the screen, a list of exchanges matching the selection/criteria is displayed.
Button name | Description |
|---|---|
Copies the criteria of a public filter and creates a new private filter. | |
Allows you to delete a filter. It will no longer be visible in the list of private exchange filters or in the exchange listsaction Filteraction ). | |
View thehistory modifications to this filter. |
Here are the fields found in this screen:
Code It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.