Saved Filters — Search and Filters

How Saved Filters Work

Configure Your Filters

Apply any combination of filters in the Task Inbox or Workflow History filter panel. The filter state is shown in the applied-filter chips row.

Click "Save This Filter"

In the filter panel, click the Save This Filter button. A dialog prompts you to enter a name for the saved filter (e.g., "My Overdue Approvals").

Filter Is Saved

The filter is saved to your user profile. It appears in the Saved Filters dropdown at the top of the filter panel for future use.

One-Click Recall

Select any saved filter from the dropdown to instantly apply that filter combination. The filter chips update and the list refreshes.

Saved Filter API

// Save a filter combination
POST /api/workdesk/saved-filters
Authorization: Bearer {token}
Content-Type: application/json

{
  "name": "My Overdue Approvals",
  "section": "inbox",             // inbox | history | notifications
  "filters": {
    "type": ["approval"],
    "dueFilter": "overdue",
    "status": "pending",
    "claimState": "all"
  }
}

// Response: 201 Created
{ "savedFilterId": "sf-001", "name": "My Overdue Approvals", "section": "inbox" }

// Get all saved filters for current user
GET /api/workdesk/saved-filters
// Response: array of { savedFilterId, name, section, filters, createdAt }

// Delete a saved filter
DELETE /api/workdesk/saved-filters/{savedFilterId}

// Apply a saved filter (client-side — just load the filters object and apply)
// No separate API needed — filters are applied client-side from stored config

Saved Filter Scope

Each saved filter is scoped to a specific section (inbox, history, or notifications). A saved filter created in the Task Inbox cannot be applied in Workflow History — the filter dimensions are different. This prevents confusion from mismatched filter types.

Managing Saved Filters

Action	Location
Apply a saved filter	Saved Filters dropdown in the filter panel
Rename a saved filter	Click the ✎ icon next to the filter in the dropdown
Delete a saved filter	Click the ✕ icon next to the filter in the dropdown
Update a saved filter	Modify filters → click "Update Saved Filter" in the filter panel

Maximum Saved Filters

Each user can save up to 20 named filters per section (20 inbox filters, 20 history filters, 20 notification filters). This limit prevents indefinite accumulation of outdated saved filters.

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