Custom View Wizard - Filters

In the Filters step of the Custom View wizard, specify filters you want to apply to the view. Filters limit the information included in the view based on the parameters you define in this step of the wizard.

Note: You are not required to define filters for the view.

TO define filters:

Choose whether the view will display items that meet all the conditions you define, or any one of the conditions you define:
If you want the view to display only information that meets every condition you define, select Show Items which meet ALL of the filter conditions listed below.
If you want the view to display information that meets any single condition among those you define, select Show Items which meet ANY of the filter conditions listed below.

For each filter you want to define:

Select a field from the Select Data Field list.
Select an operator for the filter from the Select Operator list.
The operator list options depend on the kind of field you select as your filter field. For details about filter operators, see About Custom View Filter Operators.

Define the parameter for the filter.
The way you define a parameter depends on what type of data field you selected. You may need to type a value in the Define Parameter box, or you may have to select a value from a list.

Note: If you filter on a field of type "assignee", you can select Logged in user as a parameter and the view will be filtered based on the currently logged in user. This allows you to easily create views that are customized by user (showing only items assigned to them). For more information, see Filtering on Logged In User.

To define more than three filters, click Add Criteria.
Click Next Step to continue, or Previous Step to go back to the previous step.
Note: If you are editing an existing view, you can click Skip To and go to a specific step in the wizard.

Next (users): Naming and saving the view.

Next (administrators or users with Can Share Custom Views permission):Choosing a distribution method.

For help on wizard steps, click the step name: