Saving your favorite filters

While advanced searches are quite powerful, they can often take a bit of time to configure to get the results in the manner in which you want them. Fortunately, Odoo allows you to save your searches so that you will not have to build them from scratch each time. To save a custom search, click on the Favorites dropdown-which is the little triangle next to Save current search—provide a name for the search, and then click on Save:

Once you click on Save, the filter is added to your list of Favorites and can be applied just like the default Odoo filters. In addition, you also have the option to save the custom filter for all users, and even set a custom filter as the default filter to be applied when you bring up the list:

Custom filter

In the preceding screenshot, we applied the custom filter that we just saved—Special Products. As you can see, the criteria at the top no longer shows all the detail in the advanced search, and instead it uses the name you provided when you saved the custom filter.

There is no easy way for an end user to see what the criteria of their search is after they have named and saved their search for later use. Like in our example, credit customers are all we will see when returning to the search later. Until Odoo provides an easier method, users should be encouraged to document their searches.

The ability to save advanced searches into your own custom filters and make them available for other users allows you to better customize Odoo for your business requirements.

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