Portlets › Filter Portlets › Create a Filter Portlet

Create a Filter Portlet

To create a filter portlet

1. Click Portlets in the Personal menu.

   The portlets list page appears showing portlets you have created.

2. Click New Portlet and select Filter Portlet from the menu that appears.

   The create page appears.

3. Complete the following fields.
4. Filter portlet fields:

   Portlet Name

   Defines the name of the portlet. This name appears on the title bar of the portlet and in the list of available portlets.

   Portlet ID

   Defines a unique alphanumeric identifier for the portlet.

   Content Source

   Specifies where the data that appears in the portlet originates.

   Category

   Specifies the general area on which the portlet reports data.

   Description

   Defines the purpose of the portlet and provides any relevant information.

   Active

   Indicates the portlet is active and are visible to users. You can edit inactive portlets and activate them later.

   Default: Selected

   Instance Type

   Specifies the type of page the portlet can be placed on. If you select General, the portlet can be added to any CA Clarity PPM page. If you select an Object, the portlet can only be added to CA Clarity PPM pages associated with that Object.

5. Click Next.

   The finish page appears.

6. Click Finish and Open.

   The portlet is created and opened so that you can complete the configuration.

More information:

Filter Precedence

Scope of Filter Portlets

Filter Persistence

How to Set Up a Filter Portlet

Add a Field to a Filter Portlet

Add a Lookup or Multi-valued Lookup Field to a Filter Portlet

Determine the Layout of Fields on Filter Portlets

Add a Filter Portlet to a Personal Dashboard