Manage shared filters
/visma-net-erp/help/customisation/manage-shared-filters
section
Shared filters are the reusable filters that is automatically applied to the specified form for all users in the system.
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# Manage shared filters
Shared filters are the reusable filters that is automatically applied to the specified form for all users in the system.
In this topic, you can information on managing shared filters.
About shared filters
/visma-net-erp/help/customisation/manage-shared-filters/about-shared-filters
page
Shared filters are a type of reusable filters that are available for every user of your instance.
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# About shared filters
Shared filters are a type of reusable filters that are available for every user of your instance.
Shared filters are a type of reusable filters that are available for every user of your
instance.
You use the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window to
create, modify, and delete the shared filters.
In this topic, you can find information on managing shared filters.
## Create shared filters
You can use one of the following ways to add a shared filter:
+ By using the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window: By default, every filter you create in the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window is shared. For detailed procedure, see: [Add a system filter](/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter/).
+ By creating a filter in a window and marking the filter as shared.
For more information about creating filters, see: [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/).
## Modify shared filters
You can modify the conditions and change the category of a shared filter only by using the
[Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.
For detailed procedure, see: [Modify a system filter](/visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter/).
If you make a filter not shared, the filter will become available for editing only in the window for which the filter has been created.
## Delete shared filters
You can delete an obsolete shared filter by using the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.
Related pages
Tasks
Add a system filter
/visma-net-erp/help/customisation/manage-shared-filters/add-a-system-filter
section
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# 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 .
Related pages
Concepts
Modify a system filter
/visma-net-erp/help/customisation/manage-shared-filters/modify-a-system-filter
section
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# Modify a system filter
1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.
1. In the **Filter ID** field, select a filter.
1. Do any of the following actions to modify the filter:
+ In the top part, in the **Name** field, type the new filter name.
+ In the top part, select a filter category or categories.
+ In the filter conditions table, select the **Active** check boxes to specify the active conditions.
+ In the filter conditions table, add or delete rows with filter conditions.
1. Click .
1. To make the filter unavailable for other users, click **Make filter not shared** on the window toolbar, and then click **Yes** in the **Warning dialog box**.
Related pages
Concepts
Delete a system filter
/visma-net-erp/help/customisation/manage-shared-filters/delete-a-system-filter
section
2026-02-19T17:09:06+01:00
# Delete a system filter
1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window.
1. In the **Filter ID** field, select the filter.
1. Click .
1. In the pop-up window, click **OK** to confirm.
Related pages
Concepts