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UPB - Creating a Filter Preset for In/Outboxes

Creating a Filter Preset for In/Outboxes

PARIS allows you to create and use filters to organize transactions in your In/Outboxes.

  1. Log in to PARIS.
  2. Type in your User Name.
  3. Type your Password.
  4. Click the Log On button.
  5. Click In/Outboxes.
  6. Select the option you want to create a preset filter for:
    MY INBOX
    MY GROUP INBOXES
    MY OUTBOX
    MY GROUP OUTBOXES
  7. 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.
  8. In SELECT A PRESET, choose None.
  9. Click PRESET NAME.
  10. Type a name for your new preset.
  11. 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.
  12. Click the Add as Preset button to save your new preset filter.




Keywords:PARIS, adjustment, overview, preset, filter   Doc ID:119692
Owner:Laura B.Group:University of Illinois Training and Development Resources
Created:2022-07-14 12:43 CSTUpdated:2022-10-31 10:50 CST
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/training/upb-creating-a-filter-preset-for-in-outboxes
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