How to add quick filters?

Updated 

1 day ago

Save time by utilizing quick filters, which enable you to save your filter configurations for easy reuse whenever you need to apply the same filter settings. In this article, you will learn how to create Quick Filters in the Production Dashboard.

To Add Quick Filters

  1. Navigate to the Production Dashboards.

  2. In the top right corner of the Production Dashboards window, click the Options icon and select Settings > Quick Filters.

  3. Select either Outbound [Message], Tasks, Campaigns, or Sub-Campaigns to specify the Quick Filter type.

  4. On clicking Outbound, Task, Campaign, or Sub-Campaign, you will be redirected to the Quick Filters Configuration window.

  5. Click on Create Quick Filter (top right corner).

  6. Fill in the required details in the Quick Filter Creation Form (Field Descriptions are mentioned below).

  7. Click Save (bottom right corner).

Quick Filters — Field Descriptions

Term

Description

Name

Provide a name for your quick filter.

Description

Provide a description of your quick filter.

Visibility

Select your visibility preferences.

  • Visible in all Workspaces: This will allow visibility for all users across the Workspaces within your environment.

  • Selecting Workspace(s): This will allow visibility for all users within the specified Workspace(s).

  • Selecting User(s)/User Group(s): This will allow visibility for the specified user(s) or user group(s) only.

Criteria

Click Add Criteria to enter Attributes and their respective values. (these will be available depending on the initial Channel Type selected).

You can add multiple attributes and select multiple values within each attribute.

Note:

Quick Filters appear on Dashboard Tabs based on the associated Source Type of the Tab and the Quick Filter (i.e. only Outbound Message Quick Filters will appear on an Outbound Message Tab).

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