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We created a Saved Filters tree that allows the user to create and save commonly/frequently used filters. Utilizing this tree with the Tag Bundles Tree makes it super powerful. It will help save time by not have having to go to folio and re-querying same filters every time or having to memorize the different filters. All this does is queries the filters against the database.
Using Saved Filters
To use the Saved Filters tree, the user will want to make sure they set it as visible in the Select Tree... drop-down. Once visible, the user can select it in the Available Trees panel to create their custom filters to save and reuse.(WIP).
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If the user makes any selections in the Available Trees panel, then they would use the Available Trees Tools Menu not the Grid Tools Menu. Same goes the other way, if the user makes any selections on the Grid View, they would use the Grid Tools Menu and not the Available Trees Tools Menu. Refer back to the main DB Builder overview. |
New Saved Filter/Add
To create a Saved Filter, the user would select the parent tree and then either click on the plus sign 
and then selecting "New Saved Filter" or the Add button on the grid view side. The user can also create a new one while having a Saved Filter selected.
Once selected, the user will be prompted with the below popup that they need to fill out or cancel.
- Name - pick a name for the saved filter
- Filter - pick a filter of what you want to query for in the database
Once done, click on the Add button to create it. Then it will display the Saved Filter in the grid view where they can see quick info on it or any they may have.
Thats it, now the user has a Saved Filter that they can now use with the Tag Bundles Tree.
Delete
To delete a Saved Filter, the user can accomplish this a few ways and they are below.
- 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.
- 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.
- 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.
Edit
To edit a Saved Filter, the user can accomplish this a few ways and they are below.
- Select parent tree and then clicking on the edit icon will prompt the below popup to select from available Saved Filters to edit. Then after selecting one, they will prompted with similar popup when first creating one.
- Another is to select the Saved Filter under the parent tree and clicking the edit icon, which will prompt the edit popup.
- The third option is to select the Saved Filter from the grid view and clicking the Edit button, which will prompt the edit popup like above.
Organize Saved Filters
If the user has a lot of Saved Filters, they can use the "New Folder" option to organize them.