Asset Management with Persistent Saved Filters

Managing large-scale asset inventories enables users to save and quickly apply custom filters, facilitating efficient asset management.

Persistent Saved Filters enable users to create and store custom asset filters, making it easier to locate and manage assets without having to reapply filter conditions in each session.

Persistent Saved Filters operate at the organizational level for asset management, meaning any filters you create for asset management will persist only within the organization where they were defined. If you switch to a different organization, those filters will not be visible. This feature is currently limited to asset management and does not apply to other sections of the platform.

Key Benefits

• Users can save custom filters for frequently used asset searches.

• Saved filters allow for quick application, streamlining asset management.

• Bulk actions and asset monitoring can be performed without re-entering filter conditions.

• Quick actions on saved filters enable faster asset selection.

How to Use Persistent Saved Filters

Step 1: Apply Filters to Your Asset List

Navigate to the secondary menu on the Assets page and click the '+' icon to create a Preset Filter. The Save Preset Filter window will open, allowing you to configure a custom Asset Filter that remains persistent for your user account.

Asset Management with Persistent Saved Filters: Save Preset Filter

Step 2: Configure a custom Asset Filter

Use the filtering options to build a filter to refine the asset list based on criteria such as status, tags, or isolation state.

Asset Management with Persistent Saved Filters: Save Preset Filter

Step 3: Save a Custom Filter

After applying the desired filter conditions, enter a name for the filter and click "Save," to confirm your selection.

Step 3: Access and Apply Saved Filters

Select the newly saved filter from the Preset Filters drop down list in the secondary menu to instantly apply it.

Asset Management with Persistent Saved Filters: Apply Saved Preset Filter

Step 4: Manage Saved Filters

Users can edit or delete their saved filters anytime by clicking the three-dot menu next to the preset filter name. This menu also provides access to Quick Actions, enabling bulk operations directly from saved filters.

Asset Management with Persistent Saved Filters: Manage Saved Preset Filters

Important Notes

Saved filters are per-user, meaning each user can only see and manage their own filters. Preset filters remain unchanged; predefined system filters such as Managed Assets and Isolated Assets are still available. Filters persist across sessions, ensuring users do not need to reapply them after logging out.