Filter Page Wizard

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Last updated: Mar 01, 2018 by Steve W (Unlicensed)
2 min read

Applies To Version(s): 3, 3.5, 3.7 - Add-on: Contact your ShareVision Product Expert to order.


Creating A Filter Page

 All new Filtered Lists, alternately known as Filter Pages, are created from an existing list page using the Filter Page Wizard.

 If you are creating a new Filter Page based on an existing List, skip to the next instruction; otherwise you will need to Create a new list first.

  1. From the List Settings page, click on Filter records for this list by individual/program/residence, under the section Permissions and Management. This will start the Filter Page Wizard.
  2. ShareVision will prompt you to make sure that several critical steps have been taken:                                            
    • Management of content types has been enabled for this list;
    • The default content type has been renamed; and
    • The Individual and/or Programs and Residences site columns have been added to your list.  If they haven't, you can click on the corresponding button below to add the column(s) you require.                                                    

      Filter Records Checklist Ess.JPG

    • Once all three requirements show a green checkmark, click on Ready to create my filter page.
  3. Fill in the various fields as necessary.  Note that all required fields are marked with an "*".
  4. Click OK and you will be taken to the Filtered Lists page.  The new Filter Page will appear at the bottom of the list.


Any column in any list called "Title" with a default value of "View" will automatically be hidden in all forms. To make the "Title" field visible in a form either change the default value or change the column name.

Change an Existing Filter Page

Add-on: Contact your ShareVision Project Manager to order.

Any changes to existing Filter Pages can be made through the Site Settings page.

  1. From the Site Settings page, click on Filtered Lists under the section Galleries
  2. Click on Edit by the name of the Filter Page you wish to change.
  3. From the Wizard screen, make your changes and then click OK.


Deleting a Filter Page

Add-on: Contact your ShareVision Project Manager to order.

Any changes to existing Filter Pages can be made through the Site Settings page. 

Note that once a Filter Page is deleted, it does not go to the Recycle Bin, and therefore cannot be recovered.

  1. From the Site Settings page, click on Filtered Lists under the section Galleries
  2. Click on delete at the end of the row for the appropriate List.
  3. If you're sure you want to delete the Filter Page, click OK.


Creating a calendar view using filtered pages

When creating a Filter Page you can choose between List and Calendar View. A calendar view can be really useful when dealing with data in a visual way.

Before you add a calendar filter page, you must create a Calendar View for the selected List. 

  1. On Apply filtering to: select Calendar
  2. Set the Default View for: Month, Week or Day, according to your preference
  3. Select the Calendar View
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