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Creating and Sharing Default Filters, Views, or Groupings

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The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can create default filters, views, and groupings, then make them available to users in your organization.

When you create default filters, views, and groupings as described in this section, users who you share them with are able to leverage them when viewing their lists. Users can create their own filters, views, and groupings based on those you create, but they cannot directly change those you create.

Creating Default Filters, Views, or Groupings

  1. Navigate to the Setup area in the Global Navigation Bar.

  2. Do any of the following, depending on whether you are creating a filter, view, or grouping:
    • To create a new filter, expand Interface, then click Filters.
    • To create a new view, expand Interface, then click Views.
    • To create a new grouping, expand Interface, then click Groupings.
  3. Click New Filter, New View, or New Grouping, then select the object type you want to associate the new filter, view, or grouping with.
    Some of the objects you can select are:
    • Assignment
    • Backlog Work Item
      Displays tasks or issues on the agile backlog. For more information about the agile backlog, see "Managing the Agile Backlog."
    • Project
    • Task
    • Hour
    • Issue
    • User
    • Access Level
    • Approval
    • Approval Process
    • Assignment
    • Baseline
  4. Depending on whether you are creating a filter, view, or grouping, see one of the following sections for detailed information about creating the filter, view, or grouping. 
  5. After you have created the filter, click Save Filter.
  6. You can make the filter, view, or grouping available to users in your system. For more information about sharing filters, views or groupings with other users, see "Making Filters, Views, or Groupings Available to Users."

Making Filters, Views, or Groupings Available to Users

Making Filters, Views, or Groupings Available to Users Using the "Filters", "Views", or "Groupings" Menus

  1. Navigate to the Setup area in the Global Navigation Bar.

  2. Expand Interface, then click Filters, Views, or Groupings.
  3. Select the filter, view, or grouping that you want to make available to users, then click Share.
    The Filter Access, View Access, or Grouping Access form is displayed.
  4. To make the filter, view, or grouping available to all users in the system, click the Gear drop-down icon, then click Make this visible system-wide. All users in the system can now see the filter, view, or grouping.

    Or
    Begin typing the name of specific users, teams, roles, groups, or companies to share the filter, view, or grouping with, then click the name when it appears in the drop-down list.
    For more information about sharing, see "Sharing Permissions on Objects."
  5. Click Save.
    Users can now see the default filter, view, or grouping when viewing the object type that you associated it with.

Making Filters, Views, or Groupings Available to Users Using "List Controls"

You can make filters, views, or groupings available to users using List Controls.

For more information about using List Controls, see "Using List Controls."