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Managing Shared GI Filter Tabs

  • July 2, 2026
  • 4 replies
  • 26 views

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Am I just too old fashioned, or does anyone else lock down the ability for end users to create Shared filters on GIs (and elsewhere in the system)?  It seems like every time I have a consultant working directly with an end user the question always comes back “Why can’t this person check the “Shared” checkbox?”  I have over 200 users on the system; if everyone had the ability to share their filters the list of filter tabs on most GIs would scroll off the side of the screen.

We lock it down, so when we do have a user with a good filter to share, we (IT) wind up recreating it.  It’s not a horrible task, but now we’re starting to do more pivots and recreating those is painful.  

4 replies

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@lairdtim  If you set that screen's access rights to View Only for the user, the system will not save any shared filter settings, even if the user attempts to mark a filter as Shared.


darylbowman
Captain II
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...the question always comes back “Why can’t this person check the “Shared” checkbox?”

...if everyone had the ability to share their filters the list of filter tabs

...We lock it down

@ranjithduraisamy72 - The issue OP is presenting is not “how do I lock it down?” but rather “does anyone else experience the pain of recreating users’ personal filters as a result of not allowing them to share them?”


darylbowman
Captain II
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At my previous job, we had exactly the same issue. They hardly used pivots at all, so while I can relate, my pain was a “3” and yours is an “8”.


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  • Author
  • Semi-Pro II
  • July 2, 2026

...the question always comes back “Why can’t this person check the “Shared” checkbox?”

...if everyone had the ability to share their filters the list of filter tabs

...We lock it down

@ranjithduraisamy72 - The issue OP is presenting is not “how do I lock it down?” but rather “does anyone else experience the pain of recreating users’ personal filters as a result of not allowing them to share them?”

Daryl’s right--I’m not interested in granting end users the ability to create shared filters.  That’s a recipe for chaos.  I’m trying to figure out how I can take a good filter that we do want to share and have my IT team share it out without doing two screens, logging in as the user, and duplicating the filter (or even worse, the pivot table) line by line.