It’s common when designing filters that part of the solution has already been defined as an existing filter. Build new filters on existing, tested, known filter, can help simplify the design of a filter and improve the consistency of the filters. These references could theoretically go several levels deep without any performance degradation.
You can leverage an existing filter three ways:
Copying an Existing Filter
An existing filter (of any status) can be copied a filter to create an exact duplicate with a new name by either right clicking on the filter in Browse Filters tab and selecting Copy Filter, or by opening the filter and clicking the Copy Filter icon in the upper right corner of the filter tab.
The new filter will automatically open in a new Filter tab.
A new filter can include the results of another filter as one of the Filter Element. This is called nesting an existing filter within a new filter. The nested filter is results can be combined with other Filter Elements to further reduce the results.
The original, or nested, filter is not modified in any way by having its results included in a new filter.
To prevent a recursive filters – (A nested with B nested with A), as you add nested filters, only non-recursive filters are available.
A new filter can use the Connections Filter Element to find objects that are connected to the results of another filter. This might be useful to find staff who already have connections with people found by a “Key Prospects” filter.
Viewing Filter Dependencies
It’s important to know if a filter has any dependencies – if it’s nested within another filter, or another filter has a Connection Filter Element pointing to the filter. Modifying, or deleting
To view the dependency hierarchy (in both directions – uses, and used by) open a filter and click on the Dependencies tab.
From the dependencies tab, you may click on a filter to open that filter.