by Jackal Software

Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.

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User Guide

With Filter Deployer on a filtered search there is a new icon on the search filter name next to the close icon.

To share follow these steps:

1 - Click Share Icon

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2 - Select Users

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3 - And that's it!

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By default all users can create Filter Templates but they can be limited to Admin users and accessed from the admin panel Screen Shot 2017-05-25 at 3.04.32 PM.png

To use the Filter Templates follow these steps:

1 - Click the Add Filters to Template action menu item or the plus on the Filters Subpanel

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2 - Select the filter from the appropriate user using the drop downs

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3 - Once all of the filters are added click the Deploy Template action item

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4 - Choose to deploy to Users, Roles, or Teams

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5 - Select deploy objects

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6 - Deploy

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If the original filters are changed just redeploy them and Filter Deployer will update the deployed to user's filter if it was copied from another user

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  • "Works great. It's a very efficient way to share filters and deploy filter sets to groups of users." - jallred

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