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Create and Use Saved Filters

Who does this article apply to?

  • Enterprise, Partner, and Small Business accounts.
  • Accounts in all regions.

Saved filters allow you to create and save lists of entities in the Knowledge Graph by certain criteria. This article explains how to create, manage, and utilize saved filters. To learn how to create a saved filter, see Create a Saved Filter.

Why Use Saved Filters

There are a number of reasons to use saved filters:

Bulk Editing or Bulk Exports

If you find yourself commonly filtering on the same entities to export or bulk edit, saved filters allow you to get to those queries easily.

License assignment

Saved filters can be used to assign licenses for other Yext services to entities like Listings. Learn more in the Automatically Assign Licenses to Entities with a Saved Filter  help article.

Pages

You can also use saved filters to identify what entities should have licenses applied in order to publish a Page for them. For example, you may only want to publish Pages for live locations - you can create a saved search that excludes closed locations, and use that saved search whenever you are deciding which Pages to launch or take down.

In the Search config, you can define specific saved searches for each vertical that will restrict the entities that can appear in the search results.

Create a Saved Filter

Saved filters allow you to create lists of entities that meet specific criteria. You can use saved filters for internal organization or to automatically assign licenses to your entities.

To create a saved filter:

  1. Navigate to Knowledge Graph > Entities.
  2. Select your desired filter criteria.
    • Use the default filter options at the top of the page, or click Add Filter to view additional options.
    • Like classic operators, each separate criterion will be an AND operation, and values within each criterion will be an OR operation.
  3. When finished, click Apply.
  4. To save the filter, click on the Save icon in the top-right of the screen. Then, click Create New Saved Filter.
  5. Enter a name and click Save Filter.
create-saved-filter.gif

Apply a Saved Filter

  1. Navigate to Knowledge Graph > Entities.
  2. Click the funnel icon in the upper right.
  3. Select the saved filter you want to apply.

Pin a Saved Filter


Pinning a saved filter allows you and other users in the account to quickly access your most-used saved filters. All users within the account will see the same pinned filters.

For more information about saving a filter, see Create a Saved Filter.

This article walks you through the steps to pin and unpin a saved filter.

  1. Click Knowledge Graph in the navigation bar and click Entities.
  2. Click on the three dots (mceclip0.png) that appear next to Pinned Filters in the top left corner.


  1.  
    • If you do not see this option, that means there aren’t any saved filters created.
  2. Click Manage Pinned Filters. 
  3. Click on the Pinned Filters drop-down button.
  4. In the drop-down menu, select the checkbox next to each filter you would like to pin. Uncheck the boxes to remove a pinned filter.
     

Manage Saved Filters

To access filters directly from the Knowledge Graph: 

  1. Click Knowledge Graph in the navigation bar and click Entities.
  2. Click on the funnel icon in the top right corner.
  3. Click Manage Filters in the drop-down menu.

You can also view your Saved Filters and their information by navigating to Knowledge Graph > Configuration > Saved Filters. 

From this screen, you can view and update saved filter details and settings.

Update Criteria on a Saved Filter

  1. Click on the name of the desired filter to apply it.
  2. Click Add Filter in the top filter bar and make your desired changes to the criteria.
  3. Click Apply Filter.
  4. Click on the Save icon and click Update Saved Filter in the drop-down menu.

Rename a Saved Filter

  1. Click the Rename button next to the filter you would like to rename. A dialog box appears.
  2. Edit the name of the saved filter in the text box and click Rename Saved Filter.

Delete a Saved Filter

  1. Click on the drop-down button next to the filter you would like to remove and select Delete from the drop-down menu. A dialog box appears.
  2. If applicable, enter the name of the filter.
  3. Click Delete Saved Filter to remove the saved filter.
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