Copying Filters

To save time, you can create a new filter by basing it on an existing filter. But if the original filter includes a query, the new filter must have the same status (public or private) as the original filter. This is because only public queries can be used with public filters and only private queries can be used with private filters.

If you want to create a public filter based on a private filter with an associated private query, a workaround exists.

Copying a Filter

To copy a filter, do the following:

  1. Select a folder from the folder tree or in the upper pane on the Folder tab.
  2. Click a component tab.

  3. Choose Filters > Filters.

    The Filters dialog box opens.

  4. Select a filter from the Filters list.

  5. Click Save As.

    The Save Filter As dialog appears.

  6. Type a name for this filter in the Filter Name field.
  7. Select or clear the Public check box. If the filter includes a query, the status of the new filter must be the same as the status of the original filter.
  8. Click OK.

  9. Do one of the following:

    • Click Select to apply the new filter to the upper pane.
    • Click Close to exit without applying the new filter.

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Copying a Private Filter and Changing its Status

To copy a private filter and change its status, do the following:

  1. Select a folder from the folder tree or in the upper pane on the Folder tab.
  2. Click a component tab.

  3. Do one of the following:

    • Right-click a column header on upper pane and choose Filters.
    • Choose Filters > Filters from the component or context menu.
  4. From the list, select a private filter that has a query attached to it. For private filters, the Public check box is clear. The Query list shows the query associated with a particular filter.

  5. Click the Query button.

    The Query dialog box opens, with the selected query highlighted.

  6. Click the Copy button.

    The Copy Query dialog box opens.

  7. Type a name for the new query, and select the Public check box to change the status of the query. Click OK.

    This action re-displays the Queries dialog box.

  8. Highlight the new query, and click Select.

    The Filters dialog box opens.

  9. Select the filter that has the new public query, and click Save As. Type a name for the new filter, and select the Public check box. Click OK.

    This action creates a new public filter with an attached public query, while the original private filter with its private query remains the same.

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Changing a Private Filter to a Public Filter

To change a private filter to a public filters, do the following:

  1. Select a folder from the folder tree or in the upper pane on the Folder tab.
  2. Click a component tab.

  3. Do one of the following:

    • Right-click a column header on upper pane and choose Filters.
    • Choose Filters > Filters from the component or context menu.
  4. From the list, select a private filter. For private filters, the Public check box is clear.
  5. Select the Public checkbox.

  6. Click OK.

    A message appears noting that associated queries will also become public.

  7. Click Yes.

    The filter and associated queries are now public.

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