Add a system filter
/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter
section
2026-02-19T17:09:06+01:00
# Add a system filter
1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.
1. Click .
1. In the top part, specify the settings for the filter:
1. In the **Name** field, type the name of the new filter. The system fills the Filter ID field automatically when you save the filter.
1. In the **Window ID** field, select the window the filter should be applied to.
1. In the **View** window, select the view for the selected window. If the selected screen does not support reusable filters, you won't be able to create a filter.
1. To make the filter applied to the form by default, select the **Is default** check box.
1. For the filter to be used for form dashboards, select the **Is shortcut** check box.
1. In the table, define conditions for the filter. For more information about filter conditions, see: [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/).
1. Click .
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