4.2 Creating and Saving an Advanced Filter — Example

Filters can be as simple or complex as needed. For example, the procedure below creates a simple filter that narrows the list of Business Role approval policies by searching for and listing:

  • All the Business Roles approval policies that include the word “Approval,” and

  • Were created by either of two specific people in your organization, but

  • Are not the policy named “Default approval policy.”

To create a search filter for the example:

  1. Click Policy > Business Roles.

  2. Click the Approval Policies tab, then click Approval Policies.

  3. Click the Filter icon to the right of the search field, then select New Filter.

  4. Create a condition with the following options:

    1. Select ALL of the following (AND) as the operator.

    2. Select Name and Contains, then type Approval in the catalog attribute field.

    3. Click Filter, to use the OR operator and add a subcondition to narrow results to two specific people.

    4. Click Condition at the root layer of the expression and select Name, not equal to, then type Default approval policy in the catalog attribute field.

  5. To apply the advanced search filter, click Apply.

    NOTE:Some advanced filters allow you to save the filter for future use. If the save option is available, type the filter name, then click Save.