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How to Save Activity Filters as Views
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In this article, you will learn how to filter activities using filters and save the filters as views.
To apply a filter, follow the given steps:
- Open an activity list page.
- Click the Filters option on the right side to open the filter panel.
- Choose some criteria as per your need and click Apply. After applying a filter, the activities matching the selected criteria will be listed.
For example, in the following screenshot, the selected filter criteria are
Status – In, Open
Similarly, you can select the required criteria.
Advanced Filter Supported Fields
| Field | Description | Operators |
|---|---|---|
| Assignee | Filters activities which are assigned to the selected agents. | Is In |
| Priority | Filters activities which belong to the selected priorities. | Is In |
| Status Category | Filters activities whose statuses lie within the selected status category. | Is In |
| Status | Filters activities which belong to the selected statuses. | Is In |
| Due Date | Filters activities based on the selected date range of resolution due. | Between Relative Date |
| Start Date | Filters activities based on the selected date range of the start date of the activity. | Between Relative Date |
| End Date | Filters activities based on the selected date range of the end date of the activity. | Between Relative Date |
| Created On | Filters activities that are created on the selected date presets or custom date range. | Between Relative Date |
| Last Modified On | Filters activities which are modified based on selected presets or custom date range. | Between Relative Date |
| Contact | Filters activities that are linked to the selected users. | Is In |
| Created by | Filters activities that are created by the selected users. | Is In |
| Ticket ID | Filters activities that are linked to the specified ticket IDs. | Is In |
| Ticket Update ID | Filters activities that are linked to the ticket update IDs. | Is In |
