Views (server filter) and client filter of portfolio evidence

The left panel in the portfolio evidence is used to further filter the portfolios displayed in the central part of the screen. It is composed of two parts:

Server view:

This tool offers 3 basic views:

• Active and valid portfolios - only active and valid portfolios will be displayed,
• Managed portfolios - all portfolios for which the user is an administrator will be displayed,
• All Portfolios - all portfolios of which the user is a member will be displayed.

It is also possible to define a custom view using the "New view" button, where it is possible to define conditions that suit us for filtering portfolios.The view can be saved as a view:

• User view,
• Company view - can only be created by users with the Company administrator privilege. They can additionally save a view visible to:
  • Internal users only - only users of type "internal" will see the view,
  • Internal and external users - all users of the company will see the view.

Client filter

The client filter is separated by a gray line in the left panel, which is generated from the retrieved portfolios. This filter can then be used to additionally filter the already loaded portfolios as needed. The client filter settings are not saved in any way.