UPB - Modifying a Filter Preset for Transaction Lists in PARIS In/Outboxes

Modifying a Filter Preset for Transaction Lists in PARIS In/Outboxes

You have the ability to update or change existing preset filters in your In/Outboxes.

  1. Access PARIS at: https://hr.apps.uillinois.edu/hrFrontEnd/ana/.
  2. Log in to PARIS.
  3. Click In/Outboxes.
  4. Select the option you want to modify a preset filter for:

MY INBOX
MY GROUP INBOXES
MY OUTBOX
MY GROUP OUTBOXES

  1. Click the Show Filter and Preset Chooser button to display filter criteria choices.

NOTE: When the filter criteria choices are enabled, the Hide Filter and Preset Chooser button is displayed instead.

  1. Select the preset to modify in SELECT A PRESET.
  2. Select the criteria for your filter.

Available criteria are:

    • TRANSACTION TYPE
    • ROUTE STOP ROLE
    • ROUTE STOP ACTION
    • ROUTE STOP LEVEL
    • E-GROUP – to select more than one, hold down the CTRL key when selecting
    • CAMPUS
    • COA
    • COLLEGE – to select more than one, hold down the CTRL key when selecting
    • DEPARTMENT - to select more than one, hold down the CTRL key when selecting
    • ORGANIZATION - to select more than one, hold down the CTRL key when selecting

The following fields are additional search fields and not Filter Preset criteria:

    • UIN
    • TRANS #
    • OWNED BY UIN

NOTE: These additional fields are not automatically cleared upon choosing a new filter preset. After using the additional search fields, click the Reset Filter button to default to the preset choice None.

  1. Click the Save Updated button to save your modifications.




Keywords:PARIS, adjustment, overview, preset, filter   Doc ID:119763
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-07-18 14:09 CDTUpdated:2022-09-21 15:27 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/upb-modifying-a-filter-preset-for-transaction-lists-in-paris-in-outboxes
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