Description
Filter sets are used as search criteria to display data in the My Pipeline grid.
Create a Filter Set
This article covers the following information about filter sets:
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Data Values That Can Be Configured in a Filter Set
Data Value | Description |
Filter Setting Name | Required to save or create any filter set |
App Created Date | List of date range options during which the application was created - all time, today, yesterday, this week, last week, this month, last month, this year, all time, custom range |
Team/Agent | List of all agents in the organization that share the same branch permissions as the logged-in user |
Branch | List of all branch permissions of the logged-in user |
Customer type | List of the types of applications in our system - borrower, external contact, Al |
Statuses | List of all statuses in the workflow of the logged-in user |
Campaigns | List of all campaigns with the same branch permissions as the logged in user |
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How to Create a Filter Set
You may create any number of filter sets. Duplicate filter set names are allowed.
Navigate the My Pipeline page.
Click Filter Sets in the left panel.
The complete customizable panel opens.
Click the + icon in the Filter Set field.
The Filter Set section expands.
Complete the fields in the expanded the Filter Set section.
Enter a name in the Filter Setting Name field.
Switch the Primary toggle to Yes to set the new filter setting as the Primary filter setting (default). Once a Primary filter setting is selected, every time
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you navigate to My Pipeline, the Primary filter setting will
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auto-
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populate in the Filter Set field.
Click Create to create the new setting.
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Duplicate filter set names are allowed.
The new filter setting appears in the left panel.
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Note: The Status and Campaign fields |
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must have data entered to create and save a filter set. |
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Any number of filter sets can be created per user.
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How to Update a Filter Set
Any of the configurable data within a filter set can be changed and updated. Prior to saving changes, these required fields need to be filled outmust have data entered:
Filter Setting Name
Status
Campaign
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To update any part of the filter set:
Click inside any of the filter set fields.
Make the desired changes using the dropdown menus or edit (pencil) icons.
Click Update.
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How to Delete a Filter Set
Any filter set can be deleted. The report cannot be run if all filter sets are deleted.
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Click the Delete (trash can) icon in the Field View or Filter Set field.
The Delete Filter Setting popup window opens to confirm the deletion. Click Yes.
The selected filter set is deleted.
