Creating a fixed filter
As a system administrator, you can use Fixed filters to fix or limit the data viewed by the end user. Fixed filters can be applied to dialogs of reference fields. When applied, the end user (using the dialog) will be unaware of the filter.
Procedure
1. Go to Layouts and select a layout on which you want to apply fixed filter and set it to Under construction.
2. On the layout panel, select a field to which you want to apply the fixed filter.
 | A fixed filter can be used for the same reference field type on multiple layouts. Fixed filters can also be created in TSI Filters. For more information, see TSIs. |
3. On the TSI fields panel, select Fixed filter field and open the pop-up. For information on the field, see Field attributes.
4. In the dialog box, click Add.
5. Enter a name for the fixed filter and select the filter criteria.
6. Click OK.
7. Click Save to save the filter.
You can create multiple filters with various criteria. However, you can only apply one filter at a time.
8. Click OK again to apply the created filter.
If you would close the window directly, before clicking OK, the filter will not be applied.