How saved filters work

A saved filter is a named view of the Approval overview. It captures three things at once: which columns are visible, the order they appear in, and every per-column filter you have applied. Selecting the filter from the dropdown reapplies all of it instantly.

Stored on your user

Saved filters live on your user, and there is no fixed limit on how many you can have. Most approvers settle on two or three that match the rhythm of their week.

Stored in the URL

Technically, an active saved filter is written into the page address as URL parameters. That makes every saved filter a sharable link: copy the URL and send it to a colleague, and anyone with access to the same data lands on the identical view.

Saved filters versus ad-hoc filtering

Saved filters are best for combinations you reuse. For a one-off question — say, documents from your office-supplies supplier in a single month — it is fine to set the column filters directly and click Reset filter when you are done. Once you find yourself reapplying the same combination twice in one week, save it.

You can also build on an existing filter: apply it, add one more restriction, and save the result as a new filter or overwrite the old one. Selecting an active filter a second time toggles it off, so a saved filter doubles as a one-click way to clear the current filtering.