Create a Node 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 Node Filter.
   The NEW NODE FILTER dialog displays.
   

4. Enter a Node 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.

Create from the Node Filter Control

1. In the Menu Pane, select Nodes.
   The NODES page displays with the ENROLLED tab selected.

2. Click the Filter Nodes control.

3. Click the Select Node Filter drop-down and select New Node 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 Nodes: New Node Filter * to indicate that a filter is applied but is not saved.

   • Save the filter:

     1. Click the Save node filter icon.
        The SAVE NODE FILTER dialog displays.

     2. Enter the Node Filter Name.

     3. Review / update the filter criteria.

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

Note:  This is also available on the Nodes > PENDING tab.