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Dealing with people deleting shared filters

  • 12 March 2024
  • 6 replies
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We’re running into this annoying situation where a department that uses the Sales Order GI wants a default tab other than All Records.  I’ve created this tab 3 times and within a day someone deletes it.   

I have two questions I am hoping someone knows the answer to.  

  1. Is it possible to find out who is deleting a shared filter?
  2. Is there a permission that controls if people can delete filters?

 

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Best answer by AndrewBGL 12 March 2024, 22:21

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@PorchlightZach For the permission under Access Rights by Screen there is a permission for Shared Filter. You can set the Access Rights to Revoked and then login as one of the users to see if it removes the shared filter. 

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You will need to go to the Hidden folder > Shared Filters. Here are screen shots.

 

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To determine who is deleting the filter you will need to create an Audit to track who is making the changes. 

 

Here is the form ID SM205510

 

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The easiest way to resolve the issue is to create a guide that shows the dept users how to create their own filters and save them. That way they have ownership of their own filters. They can even make a filter with Default checked so their favorite filter will always display. 

 

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Thanks @AndrewBGL, this was exactly what I was looking for. 

Most people here know how to work with filters but not everyone.  If this happens again, your answers will help me figure out who I need to go do some one-on-one training with.

Userlevel 5
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Thanks @AndrewBGL, this was exactly what I was looking for. 

Most people here know how to work with filters but not everyone.  If this happens again, your answers will help me figure out who I need to go do some one-on-one training with.

Happy to help!

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