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UPB - Creating a Filter Preset for In/Outboxes
PARIS allows you to create and use filters to organize transactions in your In/Outboxes.
View Your In/Outboxes
- Log in to PARIS.
- Open the box you want to create a preset filter for.
- Click the In/Outboxes menu.
- Select the option you want to create a preset filter for:
- MY INBOX
- GROUP INBOXES
- MY OUTBOX
- GROUP OUTBOXES
Build Your Preset
- Give your preset a name.
- 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. - In SELECT A PRESET, make sure None is selected.
- Click PRESET NAME.
- Type a name for your new preset.
- Click the >>Show Filter and Preset Chooser<< button to display filter criteria choices.
- Select the criteria for your filter preset.
Available criteria are:
-
- TRANSACTION TYPE
- ROUTE STOP ROLE
- ROUTE STOP ACTION
- ROUTE STOP LEVEL
- 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
- E-GROUP – to select more than one, hold down the CTRL key when selecting
The following fields are specific search fields and are not criteria for a filter preset. After being used to search data, these fields are not automatically cleared upon choosing a new filter preset. Click the Reset Filter button to return to the default preset choice None.
-
- UIN
- TRANS #
- OWNED BY UIN
- Click the Add as Preset button to save your new preset filter.