How to Save Filters and/or Create Favorites

As helpful as filters can be it can also be time consuming to continuously change your filters to locate what you are looking for. To avoid this SmartCare has Favorites so they can be stored and easily accessed.

Note: Favorites are also available for report filters and Services.

1. To create Favorites you must first set your filters to your preferred view and click Apply Filter.
2. Click the New Favorite(s) icon in the tool bar.
   
3. This will open a pop-up window.
4. Enter the name of the filter.
   
   1. Only you can see this filter; it is user specific.
   2. When searching for filters the screen name will automatically be included in parentheses.
      
      1. See step 7.b and 7.c for more details.
5. If date is present, select the Static or Relative radio button.
   
   1. These options are only available when filters include a date field(s).
   2. Static means the date field will always present the date that is currently present.
      
      1. For example, if January 1, 2023 is the start date and January 31, 2023 is the end date, every time this Favorite filter is selected the dates will always be these dates.
   3. Relative allows the date to fluctuate based on how it is set.
      
      1. For example, if I want the filter to always show the first day of the previous month and the last day of the previous month I would select the Relative radio button and enter “bm-m” in the textfield for start and “em-m ” in the textfield for start.
         
         1. In this example I am telling the system the start date should always be the beginning of previous month (bm-m) and the end date should always be the end of previous month (em-m).
            
         2. The date language can be seen by clicking on the calendar icon. Additional options are available by clicking More; a pop-up window will appear.
            
   4. If Relative was selected, enter the date language in the textfield(s).
6. Click the Ok button to save the Favorite.
   
7. Filters can be accessed from 4 areas.
   
   1. Hovering over the Favorites icon will display Favorites associated with the screen. Selecting the Favorite will set and apply all filters associated with it.
      
      
      1. This will only display the Favorites created for the current screen.
   2. Search will display any favorites you have created. Favorites will have a star icon to the left of it. Selecting the favorites will automatically take you to the corresponding screen and set and apply all filters associated with it.

      

      1. Notice the screen name appears in parentheses.
         1. In the screenshot the favorite corresponds to the Orders screen.
      2. The Favorite will display by searching by the order name or the screen name.
   3. Favorite Search will display all Favorites you have created.  Selecting the favorites will automatically take you to the corresponding screen and set and apply all filters associated with it.

      

      1. You can search by the favorite name or screen name to locate the needed favorite.
      2. Notice the screen name appears in parentheses.
         1. In the screenshot the favorite corresponds to the Orders screen.
   4. QuickLinks can also be used to access Favorites. Selecting the favorites, through QuickLink, will automatically take you to the corresponding screen and set and apply all filters associated with it.
      1. In Search or Favorite Search, clicking the Add QuickLinks icon will create the QuickLink.