Copy a search filter

You can copy an existing search filter and then edit the new filter as needed.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Steps

  1. Perform a search via the search box or the Search widget.
    The search page is shown.
  2. Click the No search filterSaved Filters drop-down list box, and then select the filter you want to copy.
  3. Click .
  4. Click → Create a copy.
    The Copy Search Filter dialog box appears.
  5. Enter the required information.
    FieldDescription
    Name A name to identify the new filter.
    DescriptionA description for the new filter.
    Sharing Options

    Options that determine who can see the new filter:

    • Public: Everyone can see the filter.
    • Private: Only you can see the filter.
    • Share With Specific Roles, Groups, and Users:
      • Roles: Only the roles you select can see the filter.
      • Groups: Only the groups you select can see the filter.
      • Users: Only the users you select can see the filter.
    Visible To

    Options that determine who can see the new filter:

    • Only You: Only you can see the filter.
    • Everyone: Everyone can see the filter.
    • Specific Roles, Groups, or Users:
      • Roles: Only the roles you select can see the filter.
      • Groups: Only the groups you select can see the filter.
      • Users: Only the users you select can see the filter.
  6. Click Save.
    The new search filter is created and added to the drop-down list of filters.

Note  When you copy a search filter, its sort criteria and search fields are also saved in the new filter. The search text, however, is not saved.