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How to Create and Use a Saved Filter Templates (On Vue)

This guide offers a straightforward method for creating and utilizing saved filter templates in Vue, enhancing your data management efficiency. By following the steps outlined, you can streamline your search processes and customize templates for personal or company-wide use. This functionality not only saves time but also allows for improved collaboration within your team. Viewing this guide will empower you to maximize the potential of your filtering capabilities.

1. Click on any Filter name to use the filter

2. Use the search bar or select the results

3. Click "Apply". You can use multiple Filters to narrow your search results

4. Click on the "Filter Template" button on the top left corner

5. Click "Save Current Filter Set"

6. You should see a pop-up. Enter a name for your template. Click "Company Specific Template" if you'd like to make the saved filter template available to everyone in the company. By keeping it unchecked only you'll be able to see and use your saved filter template. Click "Save"

7. It should be available to use under the Filter Templates