Assignment Templates: Create a View (Filter)

Review Assignment Template Filter Field Descriptions reference topic.

This task topic covers how to:
  • Create a new filter
  • Make the filter available to all users
  • Set the default filter1

To create a filter for the Assignment Template view:

  1. Go to the Assignment Templates view.
  2. Click the icon that looks like a filter to show your menu options, select Add/Edit Filter(s)
  3. In Selected Filter, select <Add New Filter>
  4. In Filter Name, label your filter.
  5. Optional- select Available to all Users2 to grant all authorized users access to this view. Clear the check box if you do not want others to see or access this view.
  6. Optional- select Default Filter to always show this filter upon initial view of the Assignment Template page. Clear the check box if you do not want this filter to be the default view.

    Opting for no default filter may improve the user experience by omitting unnecessary assignments to be drawn on the page.

  7. Optional - in Filter choose filters to target and limit the assignment templates in view.
  8. Optional - in Sort choose sort values to sort the filter limits applied in the Filter section.
  9. Click Save to confirm your selections and save the filter. Otherwise, click Apply to preview your selections.
Parent topic: About Assignment Templates
1 Set Default Filter functionality available in application version 6.8.12+, and 7.2.4+
2 If Institution Focus is turned on, the user must have the same home institution as the target institution, or have scheduled into rights to the target institution.