Copying Filter Settings

When creating filters, you can copy settings from one filter to another.

  1. In the filter creation page, enter the filter characteristics (code, description, template, default filter, ...), then click the Set Up button.

The filter setup page is displayed.

ClosedE.g.: Filter on Bank Account Formats

  1. Click the Copy From button in the actions toolbar.

The selection page for filters is displayed.

  1. Click a filter in the list to select it and click OK.
Info

The Selection button allows you to find other filters to copy. For more information, see the Setup module documentation.

The setup page is displayed again and the filter settings are updated with new values.