Save a Filter | Circle USP

Prerequisites

Role: Sales Rep

Email: s.wallace.test@circlemsp.com

Password: MyPassw0rd123!

# Action Expected Result Screenshot Result

1

With an active filter applied on a list page, click Save Filter

The system prompts for a filter name and visibility setting

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2

Verify the dialog shows fields for filter name and visibility (Private or Public)

Save filter dialog displays name input and visibility toggle

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3

Enter a filter name (e.g., ‘Tech Companies - Active’)

The filter name is entered in the name field

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4

Select Private visibility

Private visibility is selected

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5

Click Save

The filter is saved successfully

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6

Verify the saved filter appears in the saved filters list dropdown

The newly saved filter is listed in the filter dropdown

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7

Create another filter with different conditions and save it as Public

A second filter is saved with Public visibility

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8

Log in as a different user and verify the public filter is accessible to them

The public filter appears in the other user’s saved filters list

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