When you set up a filter for a browse list, Pinnacle will remember that filter for you. Whenever you open the same browse window, the filter will automatically be applied to the list of items. The filter will remain in effect until you explicitly change or clear it.
You can also set up filters and save them for other users to use, or you might want to be able to swap between a few common filters that you use regularly. You can set up a filter and then save it.
Open the browse window.
Open the filter window and set up the filter.
Click the Save button on the filter window.
The system will display the Save Filter window.
Type in a name for the filter, and click the OK button.
The system will save the filter with the name you specified. The filter will be available to any other user in Pinnacle, but the filter is only applicable to the browse window that you set it up for.
Open the browse window.
Open the filter window. From the filter window, click the Open button.
The system will display the filter window, and you can choose from the list of filters available for this browse window.
Select a filter and click the OK button.
The system will return to the filter window, and will display the filter fields.
Click the OK button on the filter window to apply the filter.
The system will display the saved filter's name in the title bar of the browse window.
Open the browse window.
Open the filter window.
Click the Open button, or the Save button.
The system will display the list of filters.
Highlight the filter you want to delete, and click the Delete button.
Confirm that you want to delete the saved filter by clicking Yes.
The saved filter will be deleted from the list of available filters.