Share Your Filter

\# written by maryna yevsiukova | last published at december 11, 2024 \# # introduction you can share your filter(s) with someone else within your organization please note sharing your filter only works for the user, who has the same module, where filter has been created otherwise, the shared filter will not appear for example, if you have access to the warehouse module and you have filtered your company's outgoing deliveries by state and carrier if you try to share this filter with someone who works with an accounting module and doesn't have access to the warehouse module, the filter does not appear in their system \# share your filter 1\ go to filters 2\ select manage filter 3\ in the opened manage filters tab, double click the filter record 4\ in the form view, in the user field, select a person if you cannot find the person, click search more to see more users on the list 5\ click the save button \# results as a result, the other user can see and use the filter in their system