Configure public project 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 project filters
This screen lists the platform's public project filters.
General actions
Button name | Description |
|---|---|
Allows you to set a project filter as default in the list of project filters.
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 project filters or in project listsaction Filteraction ).
Required rights : | |
Enables you to delete several items en masse, by ticking the relevant filters (on the left) in the list.
Required rights : |
Filter the list of public project filters
Click on 
Creating and modifying a public project filter
These screens allow you to create and modify a public filter, which will only apply to projects on the platform.
The creation and modification forms are similar.
General actions (creation)
General actions (modification)
Click on ViewAt the bottom of the screen, a list of projects matching the selection/criteria is displayed.
Button name | Description |
|---|---|
Allows you to copy the criteria of a public filter and create a new private filter. When you click on this button, a window appears. You will be able to change the label of this new filter from public to private, i.e. accessible only by you. Click OK to confirm the creation of this private filter , or Cancel to return to modifying the public filter. If you confirm the copyaction , you will be redirected to the list of your ‣ with the new filter created, which will use the same criteria as your public filter. | |
Allows you to delete a filter. It will no longer be visible in the list of public project filters or in project listsaction Filteraction ).
Rights required : | |
View thehistory modifications to this filter. |
Here are the fields found in this screen:
WordingCodeDescriptionStaticCriteriaSelectionIt 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.