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Create a Predefined Filter

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Level 10

Hi all,

What are all the different ways to create a Predefined Filter?

Appreciate all your answers.

Thanks,

Rama.

1 Accepted Solution

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Correct answer by
Community Advisor

Hi Rama,

 

You can create Predefined filter either by using

1. Direct option under Profile and Target

kapilKochar_0-1599898322654.png

 

2. If you have a query activity which you are using quite frequently and wants to use as Predefined filter then you can save that as well

- Click on a query in your campaign workflow, click Edit query and then Save

kapilKochar_1-1599898415475.png

3. Also, if you have any folder on which you have defined any conditions as Restrictions and you want top save that as filter to use on more than one folder then again click on save button on the right top

 

kapilKochar_2-1599898709797.png

 

P.s: You can change the visibility of this custom predefined filter under Parameters Tab also if required. 

 

Thanks,

Kapil

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8 Replies

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Level 10

Also, Are these predefined filters to be used only in the lists of Adobe Campaign Classic UI?

Not to do in our queries used in Query Activity, etc?

 

Predefined filters means someone creates them and saves and they could be used by others.

If I create them, how could my colleague use it?

 

Thanks,

Rama.

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Level 1

Hi Rama,

 

Pre-defined filters can be re-used in query activities. Under the 'User filters' drop down menu, you should be able to select the custom predefined filters that were set up. 

 

rohan_taplondon_0-1600079209860.png

Thanks,

Rohan

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Employee Advisor
Additionally, yes if a pre-defined filter isn't restricted, other users should be able to use it.

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Correct answer by
Community Advisor

Hi Rama,

 

You can create Predefined filter either by using

1. Direct option under Profile and Target

kapilKochar_0-1599898322654.png

 

2. If you have a query activity which you are using quite frequently and wants to use as Predefined filter then you can save that as well

- Click on a query in your campaign workflow, click Edit query and then Save

kapilKochar_1-1599898415475.png

3. Also, if you have any folder on which you have defined any conditions as Restrictions and you want top save that as filter to use on more than one folder then again click on save button on the right top

 

kapilKochar_2-1599898709797.png

 

P.s: You can change the visibility of this custom predefined filter under Parameters Tab also if required. 

 

Thanks,

Kapil

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Level 10
URL https://docs.adobe.com/content/help/en/campaign-classic/using/managing-offers/managing-environments/... asks to To create a filter, apply the following process: Go to the Administration folder and select Pre-defined offer filters. Is this the 4th way please? Thanks, Rama.

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Community Advisor
That's for Offer... Basically for any query if you want to save it for future use you can save it as filter.

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Community Advisor
Hi @AEM_Forum  Rama,
 
Yes you can use this created predefined filter in your query.
Once you create a predefined filters under profiles and target > predefined filters, We can use this in query activity by expanding 'user filters'.
user filters.png
Yes, your colleagues can also utilize the predefined filter created by you, if they have read access to that folder.
Regards,
ParthaSarathyS