NextGen Knowledge Center

Create User Filters

A user filter is a filter that you create that becomes available to you whenever you open a CDA in Full View.

  1. Do one of the following:
    • To create a new filter based on the filter settings that are currently applied to the open CDA, select Quick Filter Gear , then Save As User Filter.
    • To create a completely new filter that is unrelated to the current quick filter settings, select New Filter New Filter .
    After either of the above actions, the CDA Section Filter window appears as follows:
    CDA Section Filter

  2. Optionally, select Clear Filter to deselect all the sections in the Sections list.
  3. Select and order the information sections as described in Hide Unwanted Sections with the Quick Filter.
  4. In the Name box, enter a name for the filter.
  5. If you want the new filter to be used automatically when you open CDAs, select My Default Filter.
  6. Because CDAs can include sections with unrecognized types of information, select or clear Display Unknown Sections When Viewing CDA.
  7. Select Save.
    A button for the user filter appears above the CDA, and a message is displayed stating that the new filter has been applied to the CDA. In the future, whenever you open a CDA, the new user filter button is available and you can select it to apply that filter.
    Filtering Message