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

  1. Log in to PARIS.
  2. Open the box you want to create a preset filter for.
    1. Click the In/Outboxes menu.
    2. Select the option you want to create a preset filter for:
      • MY INBOX
      • GROUP INBOXES
      • MY OUTBOX
      • GROUP OUTBOXES

Build Your Preset

  1. Give your preset a name.
    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.
    2. In SELECT A PRESET, make sure None is selected.
    3. Click PRESET NAME.
    4. Type a name for your new preset.
  2. 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
  1. Click the Add as Preset button to save your new preset filter.


Keywords:
PARIS, adjustment, overview, preset, filter, inbox, outbox, CPA, PUA 
Doc ID:
119692
Owned by:
Don S. in UI Training and Development Resources
Created:
2022-07-14
Updated:
2025-05-02
Sites:
University of Illinois Training and Development Resources