{"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&#038;p=10356"},"modified":"2025-11-27T16:58:43","modified_gmt":"2025-11-27T15:58:43","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 Favorite"},"content":{"rendered":"\n<p id=\"sparafavorit\"><span style=\"font-weight: 400;\">You can create favorites in any place where there is an option to set a filter as well as a Save Settings button \u2013 <\/span><i><span style=\"font-weight: 400;\">To Do, Work Order, Service Order, Sales Order, the Planner<\/span><\/i><span style=\"font-weight: 400;\">\u2026<\/span><\/p>\n\n<p>You can create as many favorites as you want and fit on the screen.<\/p>\n\n<p><strong>Do this:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Click on the Filter symbol (image 1) and choose your settings for the filter.<\/li>\n\n\n\n<li>Click on Save settings.<\/li>\n\n\n\n<li>Type a name for your Favorite.<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click <strong>Save as Favorite.<\/strong><\/span><\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2022\/10\/PS_skapafilterfavorit2.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Image 1.<\/figcaption><\/figure>\n\n<p><\/p>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/05\/PS_EN_save_as_favorit_admin.png\" alt=\"\" class=\"wp-image-22140\"\/><figcaption class=\"wp-element-caption\">Image 2.<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"wp-block-heading\">Save the filter for your entire group<\/h4>\n\n\n\n<p>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 <strong>Save Settings.<\/strong><\/p>\n\n\n\n<p>Favorites that everyone in the group sees have a gray button color. See image 3.<\/p>\n<\/div>\n<\/div>\n\n<h4 class=\"wp-block-heading\">Where can I find the filters?<\/h4>\n\n<p>The Favorites buttons appear to the right above the lists of orders as in the image below with the &#8220;WO Started&#8221; and &#8220;To be signed&#8221;  buttons.&#13;\n<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/04\/PS_EN_ToDo_filterfavourites.png\" alt=\"\" class=\"wp-image-22167\"\/><figcaption class=\"wp-element-caption\">Image 3<\/figcaption><\/figure>\n\n<p><span style=\"font-weight: 400;\">To return to your previously (default) saved filter, reload the page.<\/span><\/p>\n\n<p>To see which settings a Favorite has, click first on the favorite and then on the filter symbol. (Image 1)<\/p>\n\n<p><span style=\"font-weight: 400;\">A favorite cannot be edited. Delete the outdated one and create a new one.<\/span><\/p>\n\n<p><h5><b>Remove a filter<\/b><\/h5><br\/><ol>&#13;\n \t<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the filter symbol (image 1) and then on your Favorite.\u00a0<\/span><\/li>&#13;\n \t<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scroll down to the bottom.\u00a0<\/span><\/li>&#13;\n \t<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Remove.<\/span><\/li>&#13;\n<\/ol><\/p>\n\n<h4 class=\"wp-block-heading\">Favorite in the Planner<\/h4>\n\n<p>In the Planner, you create and save favorite filters under the Resource tab.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/03\/PS_EN_filter_in_resource.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Image 4.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can create favorites 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. Do this:&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"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":13,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/10356\/revisions"}],"predecessor-version":[{"id":25720,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/10356\/revisions\/25720"}],"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}]}}