Create a Resource Filter

Create from the Filter Management Page

1. In the Settings Pane, select > FILTERS AND TAGS > Filters.
   The FILTERS page displays with the NODE FILTERS tab selected.

2. At the top of the page, click the New Filter button.
   The PICK A FILTER TYPE selection displays.

3. Select Resource Filter.
   The NEW RESOURCE FILTER dialog displays.
   

4. Enter a Resource Filter Name.

5. Complete the fields for the filter criteria:

   1. From the drop-down, select the Field to search.

   2. From the drop-down, select the Operator.

   3. Enter or select the Value to match.

6. To enter additional filter criteria:

   1. Click Add Criteria.
      The Boolean operator displays with AND selected by default, and additional filter criteria display.

   2. Select the Boolean operator to apply to the filter criterion:

      • Select AND if the filter must match all values.

      • Select OR if one or the other of the values must match.

   3. Enter or select the additional filter details in Field to search, Operator, and Value.

      Note:  Click the icon to remove additional search parameters as necessary.

7. Click Add Filter.

   Note: When filters are assigned to a user group, then the RESOURCE FILTERS tab on the FILTERS page displays the number of user groups to which the filter is assigned. For more information about assigning a filter to a user group, see Create a User Group.
   

Create from the Resource Filter Control

1. In the Menu Pane, select Resources.
   The RESOURCES page displays.

2. Click the Filter Resources control.

3. Click the Select Resource Filter drop-down and select New Resource Filter.
   The filter criteria section displays.

4. Complete the fields for the filter criteria:

   1. From the drop-down, select the Field to search.

   2. From the drop-down, select the Operator.

   3. Enter or select the Value to match.

5. To enter additional filter criteria:

   1. Click Add Criteria.
      The Boolean operator displays with AND selected by default, and additional filter criteria display.

   2. Select the Boolean operator to apply to the filter criterion:

      • Select AND if the filter must match all values.

      • Select OR if one or the other of the values must match.

   3. Enter or select the additional filter details in Field to search, Operator, and Value.

      Note:  Click the icon to remove additional search parameters as necessary.

6. Complete one of the following actions:

   • Apply the filter without saving: Click Apply.
     The filter control updates to show Filter Resources: New Resource Filter * to indicate that a filter is applied but is not saved.

   • Save the filter:

     1. Click the Save resource filter icon.
        The SAVE RESOURCE FILTER dialog displays.

     2. Enter the Resource Filter Name.

     3. Review / update the filter criteria.

     4. Click Save and Apply.
        The filter control updates to show Filter Resources: <Name of Filter> to indicate that a filter is applied.

     Note: When filters are assigned to a user group, then the RESOURCE FILTERS tab on the FILTERS page displays the number of user groups to which the filter is assigned. For more information about assigning a filter to a user group, see Create a User Group.