To create a new Filter for any view in Crelate, open up the workflow you would like to create a filter for and click the cogwheel icon in the upper right corner of the screen.

Options for how you are currently viewing this workflow will slide in from the right. Scroll down on the screen until you see the option for Filters, and click the green + icon to create a new filter.


Options for what type of filter to add will appear. Select the type of filter you want to add, and it will add an unselected filter to the Filters box.


On the new filter, click the Select Filter Values text. Options will appear for what you would like to filter in the view. Select your parameters, and click OK.


You now have a filter on that will filter items in your workflow. Click Save at the top to add this filter to the current view. To turn the filter off, simply uncheck the box in the view options.


You also have the ability to add Quick Filter Tiles. The tiles will always appear at the top of your Workflow, and clicking them quickly turns that filter on or off. To create a Quick Filter Tile, click the Configure Quick Filter Tiles… text directly under the Filters box. You will see what tiles you currently have for this view of the workflow. Click the green + icon to create a new one.


Options will appear for the type of Quick Filter Tile you would like to create. Select your filter type.


There are options for the Filter Name and Icon you would like to use on your new custom filter tile. You can also drag the tile in the options window and drop to change the order in which the tiles appear


Click OK to save. You now have a Quick Filter Tile that you can select and deselect to filter items on the workflow.


What's Next?

If you'd like to turn your home page into a progress report to export or learn more about customizing home page, select the links below:

Did this answer your question?