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The Saved Filters tree allows you to create and save frequently used filters. Utilizing this tree with the Tag Bundles Tree makes it a powerful tool. You can save time by not having to go to folio and re-query the same filters every time or have to memorize the different filters. 

Using Saved Filters

To use the Saved Filters tree, set it as visible in the Select Tree drop-down. Once visible, you can select it in the Available Trees panel to create custom filters to save and reuse.Image Removed.

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View Saved Filters in Project

To view a list of all saved filters in the project, select Saved Filters from the Available Trees menu.
A list of saved filters is displayed.
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The number next to Saved Filters indicates the number of saved filters in the project. For example, the project in the screenshot contains one (1) saved filter.

View Records Returned by a Saved Filter

Grid View Results

Once you have created a Saved Filter, you can view the records it returns by selecting the Saved Filter under the parent tree in Available Trees panel.

The results of the filter are be displayed on the right side on the Grid View. The results returned are the same as if you had run the query in folio. In this example, we're querying for all the points with navName of "Damper" and under a specific floor.

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Create a New Saved Filter

To create a Saved Filtersaved filter:

1. Select Saved Filters from the Available Trees menu.
   A list of Saved Filters saved filters is displayed.
   
2. Either click on the plus sign and then select New Saved Filter or the There are two different methods to open the Add Saved Filter window. You can use either of the ways below.
   1. Method 1
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      1. Select the Add button on the grid view side.
   2. Method 2
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      1. Select the plus sign .
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   1. 1. Select New Saved Filter.
   2. The Add Saved Filter window
   displays
   1. is displayed.
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3. Enter a Name.
4. Enter a Filter.
5. Select the Add button.
6. The Saved Filter is displayed in grid view.
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You now have

Edit a Saved Filter

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Edit

To edit a Saved Filtersaved filter:

1. Select Saved Filters from the Available Trees menu.
   A list of Saved Filters saved filters is displayed.
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2. There are three different methods to open the Edit Saved Filter window.
   Image RemovedYou can use any of the ways below.
   1. Method 1
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      1. Select the Saved Filter to be edited.
         The
   Saved Filter
   1. 1. saved filter heading turns from light to medium blue.
      2. Select the Edit button on the grid view side.
   2. Method 2
      
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      1. Select

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Delete

To delete a Saved Filter, the user can accomplish this a few ways:

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• Select parent tree and then clicking on the minus sign , which will prompt a popup below for the user to select available Saved Filters to delete.
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• Another is to select the Saved Filter under the parent tree and clicking the minus sign , which will prompt a warning popup if the user wants to continue to delete the selected Saved Filter.
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• The third option is to select the Saved Filter from the grid view and clicking the Delete button, which will prompt a warning popup like above to confirm deletion.

New Folder

If the user has a lot of Saved Filters, they can use the "New Folder" option to organize them.

The user can find that option in the Available Trees Tools Menu by clicking on the plus sign  and selecting New Folder when having the parent tree selected.

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Once selected, the user will be prompted with the below popup to select a folder name.

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Once created, the folder will appear under the parent Saved Filter tree, where the user can then select and drag and drop Saved Filters onto the folder to nest them in there.

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1. 1. 1. the arrow to the left of the Saved Filters tree to expand the saved filters.
      2. Select the saved filter to be edited under the tree.
      3. Select the Edit button on the grid view side.
   2. Method 3
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      1. Select the edit icon
      2. Select Edit Saved Filter.
         The Edit SavedQueryFilter window is displayed.
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      3. Select the saved filter to be edited with the drop down menu.
      4. Select Edit.
   3. The Edit Saved Filter window is displayed.
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2. Modify any combination of the following fields:
   - Name
   - Filter
3. Select the Save button.

Delete a Saved Filter

To delete a Saved Filter:

1. Select Saved Filters from the Available Trees menu.
   A list of saved filters is displayed.
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2. There are three different methods to delete a saved filter. You can use any of the ways below.
   1. Method 1
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      1. Select the saved filter to be deleted. The saved filter heading turns from light to medium blue.
      2. Select the Delete button on the grid view side.
   2. Method 2
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      1. Select the arrow to the left of the Saved Filters tree to expand the saved filters.
      2. Select the saved filter to be edited under the tree.
      3. Select the Delete button on the grid view side.
   3. Method 3
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      1. Select the minus sign .
      2. Select Delete Saved Filter.
         The Delete SavedQueryFilter window is displayed.
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      3. Select the saved filter to be deleted with the menu.
      4. Select Delete.
   4. The Warning window is displayed
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3. Deleting saved filters is permanent and cannot be recovered. If you wish to continue, select Delete.

Folders

Folders can be used to keep organized when you have lots of Saved Filters.

Create a New Folder

To create a new folder:

1. Select Saved Filters from the Available Trees menu.
   A list of saved filters is displayed.
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2. Select the plus sign .
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3. Select New Folder.
   The Create Folder window is displayed.
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4. Enter a Folder Name.
5. Select Create.

Add Saved Filters to Folders

To add saved filters to folders:

1. Select Saved Filters from the Available Trees menu and expand the tree by selecting the arrow.
   A list of saved filters is displayed, alongside any folders.
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2. Click and hold the filter you wish to add. Drag your mouse over the folder you wish to add the filter to.
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3. Release your mouse to add the filter to the folder.
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Create a New Folder with Saved Filters

You can also create a new folder with multiple Saved Filters in a single step so you won't have to drag and drop them each one in thereindividually.

The rest of the tool properties apply to the folder as well such as editing and deleting.

Grid View Results

Once the user has created a Saved Filter, they can view the records it returns by selecting the Saved Filter under the parent tree in Available Trees panel.

If any are returned, they'll be displayed on the right side on the Grid View. It's like running the query in folio. In our case, we're querying for all the points with navName of "Damper" and under a specific floor.

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1. Select Saved Filters from the Available Trees menu and expand the tree by selecting the arrow.
   A list of saved filters is displayed, alongside any folders.
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2. Select all saved filters to be added. Use ctrl or shift to select multiple filters at once.
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3. Select the plus sign .
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4. Select New Folder.
   The Create Folder window is displayed.
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5. Enter a Folder Name.
6. Select Create.

Editing and Deleting Folders

Folders can be edited and deleted the same way Saved Filters are edited and deleted. However, deleting a folder is not recursive. If you delete a folder. all of its contents will be moved up a level before the folder itself is deleted.