The below video provides a general introduction to the Custom filters features in e-days; there is also a text overview available beneath.

  1. Overview:
    1. The Custom filters feature in e-days allows admins to easily customize who users are able to see within e-days to incredibly specific levels. You can create whatever view you need and then assign it to the relevant users you need it to apply to.
    2. The feature is located under Admin > Global > Custom filter setup; here you will see a list of any existing filters you've created already, but more importantly you can hit the Add new button at the top of the page to start creating a new custom filter. You can follow the steps below to guide you in creating and applying custom filters.
  2. Creating a Custom filter
    1. Navigate to Admin > Global > Custom filter setup and hit Add new
    2. Name the filter and hit Save
    3. You can then specify which users should fall into this view, this can be done in 4 different ways:
    4. Specify groups allows you to include users that fall under a certain Country, Location, Team, or any other Group type, in this view. For each level you'll also have a My own option; this shows any user the view is applied to their own group of this type 
    5. Include reportees and leavers gives you two boxes you can check to ensure user's reportees are included, and any leavers that fall under the view are included
    6. You're then able to Specify individuals; you can start typing a user's name to search for them, then click add and they'll be included in the list for this view. You can do this multiple times, and this area allows you to get really specific with the view you're creating
    7. Finally you can view a list of users who you've included in this view, and, if you'd like, you can click Remove to exclude any specific individuals from the view. (Do bear in mind that if you've selected My Own for a group, the users displayed for this can vary when you apply the view to users, so they will not appear in this list)
    8. Once you're happy with the list of users you've created, click Save and the filter will be created.
    9. Applying the filter to users
  3. Global level:
    1. Navigate to Admin > Global > System setup 
    2. Scroll down to the User view settings area
    3. Next to the area that you'd like to apply this view too, select Custom
    4. In the box that appears underneath, select the name of the filter you'd like to apply
    5. Scroll to the bottom of the page and hit save.
  4. Template level:
    1. Navigate to Admin > Templates > User Templates
    2. Edit the template you'd like to apply the filter to 
    3. Scroll down to the User view settings area
    4. Next to the area that you'd like to apply this view too, select Custom
    5. In the box that appears underneath, select the name of the filter you'd like to apply
    6. Scroll to the bottom of the page and hit save
  5. User level:
    1. Navigate to Admin > Users > Users
    2. Edit the User you'd like to apply the filter to
    3. Click the System tab 
    4. Scroll down to the User view settings area
    5. Next to the area that you'd like to apply this view too, select Custom
    6. In the box that appears underneath, select the name of the filter you'd like to apply
Scroll to the bottom of the page and hit save

Please find our video tutorial link below:https://youtu.be/0LQN2Iu3IX0

Note: You will need the Users' permission to access this feature.