Create Note > Filters > Swapping Filters

When a filter is inserted into the note field via template or manual selection from the filter list, they may be modified or replaced by selecting the Swap icon. This will allow the ability to quickly adjust the filter to display certain information for a specific scenario without having to modify the original template and/or it will also allow the ability to swap a filter for another when needed.

1.	To modify an existing filter or swap a filter for another within the note field select the swap icon within the filter.

2.	The Filter Toolbox will display. Make any needed modifications to the existing filter or create new filter. For additional information on editing or creating custom filters please see Filter Toolbox chapter within the Table Maintenance - Notes User Guide.

3.	Once the customization of the filter is complete select the Insert into Note icon to display the new filter in place of the filter that previously displayed prior to selecting the Swap icon.