The Filters icon in the main toolbar opens the Browse Filters tab, listing all the filters you have permission to see.
The top margin of the Browse Filters tab presents a few ways to select which filters you wish to browse.
Figure 5-1: Browsing Filters, selecting by team and status.
Each Filter is owned by a team. By default, users will only see their team’s filters. However, a filter can be set as Public so that everyone can see the filters.
If there are many filters in the Browse Filters tab, the number of filters can be reduced by viewing only a single team’s filters. Clicking the Filter Section Button will toggle it on, to view the selected team’s filters, and off, to view filters belonging to every team.
Filters can be flagged with a status as they move through their life cycle. The Filter Status buttons cause the Browse Filters tab to include or exclude filters based on their status.
- Design – Newly created filters start in the design status and remain here while they are being developed.
- Ready to Test – Once a filter is complete, this status means that it’s ready to be verified, or double checked, by a whomever commissioned the filter.
- Live – A Live filter is fully operational and available for everyone to use.
- SQL Error – If an error is detected by the database, it will automatically be set to this status so it can be checked.
- Retired – once a filter is no longer needed it can be complete deleted, or set to retired.
To open an existing filter, double click on the filter, or use the right-click context menu and select Open Filter. The filter will open in a new tab.
To create a new filter click on the New Filter icon in the upper right corner of the Browse Filters tab. The new filter will open in a new tab.
To refresh a filter directly in the Browse Filters tab, use the right-click context menu and select, “Refresh the Filter”.
Clicking the Refresh icon in the upper right corner of the top margin will re-load the Browse Filters list from the database, displaying the most recent filter information.