Description

Filter sets are used as search criteria to display data in the My Pipeline grid. This article covers the following information about filter sets:

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

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 you navigate to My Pipeline, the Primary filter setting will auto-populate in the Filter Set field.
- Click Create to create the new setting.
The new filter setting appears in the left panel.

Note: The Status and Campaign fields must have data entered to create and save a filter set.

Any of the configurable data within a filter set can be changed and updated. Prior to saving changes, these required fields must have data entered:

To update any part of the filter set:

Any filter set can be deleted. The report cannot be run if all filter sets are deleted.

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.