Filters are useful to visually distinguish various records in the IBSS system and sort those records for convenience to work with them.

First, the corresponding permission has to be granted for an admin role to create custom filters for an organisation.

Filters can be created or edited in Admin Portal > Manage > System Filters.

Creating a new filter

To create a filter, you can:

• Duplicate an existing one and edit it.
• Click + ADD to create a filter from scratch.
  
  1. Here, fill in the information about the filter:
     • Record Type to associate filters with. For now, filters can be used for bookings records only.
     • Name for your organisation to intuitively know what information they will receive when using this filter.
     • Learn here how to create Filter query text: Creating queries for System filters 
     • Owner Role as defined under Roles & Data Security for managing this filter.
     • Select between the options: disabled or enabled status for this filter. The Default option is reserved for future functionality to set a default filter per building.
  2. Click Save.

Editing an existing filter

To edit a filter:

1. Click the pencil icon in the Action column. An Edit Filter popup opens.
2. Change the record type that it belongs to.
3. Edit the name for the filter.
4. Edit the Filter query text. Learn about creating a filter query here: Creating queries for System filters 
5. Change the owner role.
6. Change the status.
7. Click Save to confirm your actions.