How to SG: Save Your Page Filters (Stop Redoing Your Filters!)

Here are 3 ways you can save page filters in Shotgrid to avoid having to redo it each time you log in / out of Shotgrid.

Watch a video about it here.

Did You Know?
SG will restore a page to its default settings after you log out.

CAVEAT: Not all options are equal. Depending on the page/use, one will be better suited to use than the other. Also, some processes are dependent on your pipeline/ permissions and may not be applicable. 

Option #1: Page Settings > Save Page

• WHEN TO USE:

  • When updating a personal page, and not a global page

  • When updating a global page, if permitted

• STEPS:

  STEP 1: Update your desired filters

  STEP 2: Click on Page Settings

  STEP 3: Click Save Page

• RESULT:

  • The default settings and filters of the page will be overwritten

  • Each time you go to the page, it will automatically be set to the desired filters

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BONUS TIP:

To stop SG from refreshing the page until you are ready for it to search:

Windows: HOLD Ctrl + Left Click on all your desired Filters

Mac: HOLD ⌘ + Left Click on all your desired Filters

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Option #2: Create MY FILTER

• WHEN TO USE:

  • When creating a filter WITHOUT overwriting the default settings of a page
    

• STEPS:

  NOTE: This will require RECREATING the desired filters via page rules

  • STEP 1: PLUS sign beside “My < page  > Filters” (bottom of drop down)

• STEP 2: Rename Filter

• STEP 3: Recreate the filters as RULES

  • RULE 1: Asset > Type > is > Prop

  • RULE 2: Asset > StatUs > is > In Progress

  • RULE 3: Pipeline > Model > Assigned to > includes > Artist 1

STEP 4: Click Create

• RESULT:

  • A new filter BUTTON appears at the bottom of the Filters drop down

  • Even without any default filters active, or if the page is restored to its default page settings, when the new filter BUTTON is clicked,the desired filters will be activated

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OPTION #3: Create a NEW SAVED FILTER

• WHEN TO USE:

  • When updating a personal/global page with a frequently used filter settings

  • When creating a commonly used filter settings among team members
    

•  STEPS:

  • STEP 1: Filter drop down > Click on New Saved Filter

  • STEP 2: Rename Filter

  • STEP 3: Recreate Filters as RULES

  • STEP 4: Click Create

  • Step 5: Page Settings > Save Page

•  RESULT:

  • A new filter BUTTON appears at the top of the Filters Drop Down

  • Toggle on/off to activate/deactivate the saved filters (rules)

  • If done on a global page, other team members will be able to see the same filter option

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