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Configure public 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.
List of public exchange filters
Filter list of public exchange filters
Click on 
This screen lists the platform's public exchange filters.
Rights required :
General actions
Button name | Description |
|---|---|
Allows you to set anexchange filter as the default.
A small check mark will appear on the line of the filter set as default.
🚨 This filter will be default for the user who configures it as such. It can be modified in the User settings. | |
Allows you to delete a filter.
It will no longer be visible in the list of public exchange filters or in the exchange lists.
Right required: | |
Enables you to delete several items en masse, by ticking the relevant filters (on the left) in the list.
Required rights : |
Creating and modifying anexchange public filter
These screens allow you to create and modify a public filter, which will only apply to exchanges on the platform.
The forms for creating and modifying anexchange public filter are similar.
Rights required :
General actions (creation)
General actions (modification)
Click on ViewAt the bottom of the screen, a list of exchange 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 public exchange filters or in the list of exchanges.
Right required: | |
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.
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.