{"id":10356,"date":"2023-03-21T16:05:41","date_gmt":"2023-03-21T15:05:41","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&p=10356"},"modified":"2026-10-28T16:02:57","modified_gmt":"2026-10-28T15:02:57","slug":"save-filter-as-favorite","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/save-filter-as-favorite\/","title":{"rendered":"Save filter as Favourite"},"content":{"rendered":"\n

You can create favourites in any place where there is an option to set a filter as well as a Save Settings button \u2013 <\/span>To Do, Work Order, Service Order, Sales Order, the Planner<\/span><\/i>\u2026<\/span><\/p>\n\n

You can create as many favorites as you want and fit on the screen.<\/p>\n\n

The filter can be selected from the filter settings, i.e. date, SHOW ONLY, user, etc., a search in a column or a selected sort order. <\/p>\n\n

\n
\n
\"\"
Some settings require you to be in list mode = the three dashes<\/figcaption><\/figure>\n<\/div>\n\n\n\n
\n
\"\"
Click this button to select and save filters.<\/figcaption><\/figure>\n<\/div>\n\n\n\n
\n
\"\"
Click this button to save<\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n

Do this:<\/strong><\/p>\n\n

    \n
  • Click on the Filter symbol. Here you can choose from a range of settings. Select the ones you want to include in your filter.<\/li>\n\n\n\n
  • Scroll to the bottom of the box that opened when you clicked the filter button.<\/li>\n\n\n\n
  • Click Save Settings<\/strong> and a popup will open where you can make more settings.<\/li>\n\n\n\n
  • Choose whether the setting should be saved as default, i.e. always displayed when you access that function, or whether your filter should be a favourite. You need to click on a favourite to select it.<\/li>\n\n\n\n
  • If you choose to save as favourite type a name for your Favourite.<\/li>\n\n\n\n
  • Click Save as Favourite <\/strong>or Save Default.<\/strong><\/span><\/li>\n<\/ul>\n\n
    \"\"
    Image 1.<\/figcaption><\/figure>\n\n

    You will see all your saved favourites in the list view on the right.<\/p>\n\n

    How to select and save a column filter<\/h4>\n\n

    If you want to save a search in a column or sort order, you first need to select list mode = the three dashes. Then do your search in a column.<\/p>\n\n

    A column filter can, for example, be a search for a customer or a facility.<\/p>\n\n

      \n
    1. Do your search<\/li>\n\n\n\n
    2. Click the Filter button if the filter is not already open<\/li>\n\n\n\n
    3. Click Save settings<\/li>\n\n\n\n
    4. Select Column Filter<\/li>\n\n\n\n
    5. Click Save as Favourite <\/strong>or Save Default.<\/strong><\/span><\/li>\n<\/ol>\n\n

      You will see your saved favourite in the list view on the right.<\/p>\n\n

      \"\"
      Here we have searched for a specific customer, clicked save settings, given the search the customer’s name and marked it as a column filter, and clicked Save favourite.<\/figcaption><\/figure>\n\n
      \"\"<\/figure>\n\n

      How to save a sort order<\/h4>\n\n
        \n
      1. Click the arrow next to a column and select the sort you want.<\/li>\n\n\n\n
      2. Give the filter a name.<\/li>\n\n\n\n
      3. Select Save sort order<\/strong><\/li>\n\n\n\n
      4. Click Save as Favourite <\/strong>or Save Default.<\/strong><\/span><\/li>\n<\/ol>\n\n
        \"\"
        Here I have chosen to sort facilities in alphabetical descending order.<\/figcaption><\/figure>\n\n
        \"\"
        I name the sort and select Save sort order. Finally, I click Save favourite.<\/figcaption><\/figure>\n\n
        \n
        \n

        Save the filter for your entire group<\/h4>\n\n\n\n

        If you have admin permissions, you can save filters that will be visible to everyone in your group. You will see more choices when you click Save Settings.<\/strong><\/p>\n\n\n\n

        Favourites that everyone in the group sees have bolder white text than your own.<\/p>\n<\/div>\n<\/div>\n\n

        \"\"
        Image 2.<\/figcaption><\/figure>\n\n

        What settings have I chosen?<\/h4>\n\n

        Below the search box you will always see which filtering you have active. If it is a search in column or sort order selected, you will see it in plain text and that the arrow has changed (see screenshot below).<\/p>\n\n

        \"\"
        Image 3<\/figcaption><\/figure>\n\n

        To return to your previously (default<\/strong>) saved filter, reload the page.<\/span><\/p>\n\n

        Edit a filter<\/h4>\n\n

        A favourite cannot<\/strong> be edited. Delete the outdated one and create a new one.<\/span><\/p>\n\n

        Remove a filter: <\/b>Click on the filter symbol (image 1) and then on your Favourite. <\/span>Scroll down to the bottom.\u00a0<\/span>Click Remove.<\/em><\/span><\/p>\n\n

        Favourite in the Planner<\/h4>\n\n

        In the Planner, you create and save favourite filters under the Resource tab. Here you do not have the option to select column filters and sort order.<\/p>\n\n

        \"\"\/
        Image 4.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

        You can create favourites in any place where there is an option to set a filter as well as a Save Settings button \u2013 To Do, Work Order, Service Order, Sales Order, the Planner\u2026 You can create as many favorites as you want and fit on the screen. The filter…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[301],"ht-kb-tag":[810,617],"class_list":["post-10356","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-useful-functions","ht_kb_tag-favourite","ht_kb_tag-filter"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/10356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=10356"}],"version-history":[{"count":19,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/10356\/revisions"}],"predecessor-version":[{"id":30688,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/10356\/revisions\/30688"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=10356"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=10356"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=10356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}