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Rename / Edit a FILTER

  • September 19, 2023
  • 5 replies
  • 561 views

bnpguidecx
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Once you create a filter. Save that filter. Is there a way to rename that saved filter?  Is there a way to make changes to that saved filter and save it again, thus updating it?

Best answer by BuiltORDtough

Figured i’d chime in here :).  Easiest way to update an existing filter is to pull it up, add or take away filtering criteria desired and click “Save Filters” next to the filter criteria.   That will save a new Filtered list; and then you can easily go in and delete your old version if desired.

Pro-Tip:  Saved filters are available for view within our Mobile App (Apple and Android)

5 replies

BuiltORDtough
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  • Employee
  • 16 replies
  • Answer
  • September 19, 2023

Figured i’d chime in here :).  Easiest way to update an existing filter is to pull it up, add or take away filtering criteria desired and click “Save Filters” next to the filter criteria.   That will save a new Filtered list; and then you can easily go in and delete your old version if desired.

Pro-Tip:  Saved filters are available for view within our Mobile App (Apple and Android)


bnpguidecx
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  • Author
  • Inspiring
  • 49 replies
  • September 19, 2023

That is what I am doing. Which is editing the filter and saving it to a new name then deleting the previously saved filter.  

So I guess there is no direct way to edit an existing filter.


BuiltORDtough
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  • Employee
  • 16 replies
  • September 19, 2023

Correct.  Currently the best process is to save over an existing filter.  Feel free to chat into our incredible support if you want to jump on a screenshare with them.


bnpguidecx
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  • Author
  • Inspiring
  • 49 replies
  • December 4, 2024

Just following up to see this is function is in a future roadmap?


bnpguidecx
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  • Author
  • Inspiring
  • 49 replies
  • December 9, 2024

@emaynez Forgot to tag you on this question/post.