Batch Task Control Filters

Save Batch Task Control Filters

  1. Select Home > Task Control > Batch Control.

  2. Enter your Search Criteria.

  3. Click the Save link.

  4. Add a Name to your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.

     


Load Batch Task Control Filters

  1. Select Home > Task Control > Batch Control.

  2. Click the Load link.

  3. Click on the Filter you wish to use.

 

Update Batch Task Control Filters

  1. Select Home > Task Control > Batch Control.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.

Remove Saved Batch Task Control Filters

  1. Select Home > Task Control > Batch Control.

  2. Click the Load link.

  3. Click on the  icon next to the filter you wish to remove.

  4. Click Delete.