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Getting StartedHome → Users Manual → Filters → Creating a Filter
6.2. Creating a Filter
Updated: 2 Oct 2026, 12:50 PM EDT
To create a new filter, click Create Filter in the left navigation panel below your existing filters. This opens the filter editor.
The filter editor has two tabs, Filter and Options.
The Filter tab
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Filter Name — a descriptive name. This is the label that appears in the left navigation.
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Who else can view this — the sharing setting. See Sharing Filters and Permissions.
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In Folder — a dropdown of folders that already exist, defaulting to "-Top Level (no folder)", with an Add Folder button beside it. See Organizing Filters into Folders.
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Display count in Workspace — shows the number of matching requests next to the filter name in the left navigation.
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Match [all|any] of the following conditions, and the conditions themselves. Conditions are added one at a time with the + icon (Add condition) below the condition box; each click adds a blank row whose dropdown you choose the condition from. Picking ALL of the following are true or ANY of the following are true, under the Advanced heading in that dropdown, turns the row into a sub-condition group with its own + instead. See How Filter Conditions Work and Sub-Condition Groups.
The Options tab
Sort order, display columns, view type, grouping, urgent handling, keyboard shortcut, navigation placement, RSS and caching. See Filter Editor Options.
Previewing before you save
Before saving, use Run Filter to preview the results and confirm your conditions produce what you expect. The preview shows the first 10 matching requests along with a total count — the heading reads "(first 10 only)".
To see the complete set, tick the Show all results checkbox before clicking Run Filter. It sits beside the button; it is not something offered after the preview appears.
Set your display columns before running the preview if you want to see the results as they will actually appear.
Saving
Once satisfied, click Save Filter to add the filter to your workspace.