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Managing custom filters in table views

Custom filters help you easily find the content that you want to work with. For example, you might need to look at a specific set of tasks every day. Filter the tasks and then save the table view as a custom filter. Next time, use the custom filter to go directly to your set of tasks.

You can save the following settings in a custom filter:

  • Search filters
  • Column filters
  • Sort order
  • Sort column
  • Column definition (which columns to show and the column width)

You create and manage custom filters for all resources from the Custom filters menu on the resource overview page. For basic resources, you can also select custom filters directly on the QMC start page.

Predefined custom filters

The overview tables for Tasks, Apps, and App objects have predefined custom filters. These are denoted by a number sign (#).

  • #My apps, #My app objects, and #My streams show objects that you own.

  • #My tasks shows tasks associated with apps that you own.

  • The Tasks overview has one custom filter for each stream. They show tasks that are connected to the apps that are published to that stream.

Predefined custom filters have no settings for column layout. They only define filters and sort order. Update a predefined custom filter if you want to save a specific layout.

You can remove predefined custom filter, but they are re-created when you refresh the browser.

Applying custom filters

When you apply a custom filter, the custom filter icon is highlighted. The currently applied custom filter has a check mark in the Custom filters menu. This is reset once you make any changes to the table.

If the custom filter that you apply includes filters, only a subset of the table data is loaded.

Do the following:

  1. On the resource overview page, click Bookmarks to open the Custom filters menu.
  2. Click Use next to the custom filter you want to apply.

    Tip noteFor the basic resources, you can select a custom filter on the QMC start page.

Creating custom filters

You can create a custom filter for the current table view.

Do the following:

  1. Go to the resource overview page.
  2. Filter, sort, or make any column adjustments to save in a custom filter.
  3. Click Bookmarks to open the Custom filters menu.
  4. Type a name for the new custom filter and add a description.
  5. Click Add bookmark.

Deleting custom filters

Do the following:

  1. On the resource overview page, click Bookmarks to open the Custom filters menu.
  2. Click Delete bookmark next to the custom filter you want to delete.

Updating custom filters

You can update any custom filter with the current layout, filters, and sort order.

Do the following:

  1. On the resource overview page, click Bookmarks to open the Custom filters menu.
  2. Click Update next to the custom filter you want to update.