Resave a Filter with Current Settings
Learn how to update and resave an existing custom filter using your current filter settings. This allows you to modify saved filter configurations without creating a new custom filter.
Steps to resave a filter with current settings
Open your saved custom filters
Navigate to the Dashboard and expand the Custom Filters section to view your saved filter configurations. :contentReference[oaicite:1]{index=1}Apply the filter
Click the name of the custom filter you want to modify so that its saved settings are applied to the document list. :contentReference[oaicite:2]{index=2}Review or change filter criteria
Adjust the currently applied filter settings as needed. You can modify existing filter values, clear filter criteria, or apply new filtering conditions to the document list. :contentReference[oaicite:3]{index=3}Open filter options
Click the three-dot menu beside the currently applied custom filter to display additional filter management options. :contentReference[oaicite:4]{index=4}Select Resave with Current Settings
Choose Resave with current settings from the menu to overwrite the existing filter configuration with your updated preferences. :contentReference[oaicite:5]{index=5}Confirm the updated filter
The filter is updated and future use of that custom filter will apply the newly saved configuration.
FAQs
What does "Resave with current settings" do?
It updates an existing custom filter by replacing its previous configuration with the filter settings that are currently applied.
How do I resave a custom filter?
Apply the filter, make your desired changes, open the three-dot menu beside the filter, and select Resave with current settings.
Do I need to create a new filter to save changes?
No. The Resave with Current Settings option updates the existing filter without creating a new one.
Where can I find the resave option?
The option is available in the three-dot menu located beside the saved custom filter name.
Can I modify filter criteria before resaving?n
Yes. You can change filter values, adjust ranges, clear existing filters, or apply new filter settings before saving.
Will resaving overwrite the previous configuration?
Will resaving overwrite the previous configuration?
Can I undo a resaved filter?
This depends on your organization's configuration. In most cases, resaving permanently replaces the previous filter settings.
What happens after I resave the filter?
The updated settings become the default configuration whenever that custom filter is selected in the future.