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FILT TEST-FILT-003 UC: UC-12.3

Load a Saved Filter

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Prerequisites

  • A saved filter exists (UC-12.2)

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to a list page (e.g., Companies)
The list page loads with unfiltered data
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2
Open the filter dropdown
The filter dropdown opens showing saved filter options
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3
Verify saved filters display organized by category: personal, public, and system defaults
Saved filters are grouped into personal, public, and system default categories
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4
Select a saved filter from the dropdown
The filter is applied and the list updates to show matching records
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5
Verify the filter conditions are reflected in the filter badges above the list
Active filter badges display the conditions from the loaded saved filter
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Acceptance Criteria

← Save a Filter