You can share Infoplus components with other users of Infoplus.



For example, share a smart filter that you created so others don’t need to recreate it under their Infoplus login.


When content has been shared with you, it will appear in the same location as it does for the original user. For example, if a smart filter in the OMS Order table was shared with you, it will appear in the Smart Filters drop-down menu in that table. 


Share a Smart Filter

  1. Access the User Smart Filters screen. 
    From within a table,  select Smart Filters > Manage Smart Filters; or 
    From a page displaying the Favorite Smart Filters section, click the gear icon () next to the section and select Manage Smart Filters. 
  2. Locate the smart filter that you want to share, and click the number that appears next to the smart filter in the Share column. A popup displays.
  3. Select Create New. The Add Share window appears.
  4. Click on the person you want to share the smart filter with. NOTE: You can narrow the display of individuals by selecting titles and/or departments on the left.
  5. Click Add. A number will now display in the Shares column next to the smart filter. Repeat the steps to add additional users as needed. 
    NOTE: A saved smart filter retains filter criteria only. It does not retain the table and columns as they displayed at the time of filter creation. Each user has individual control over the columns that display in tables. 


Cancel a Share

  1. Access the User Smart Filters screen. 
    From within a table,  select Smart Filters > Manage Smart Filters; or 
    From a page displaying the Favorite Smart Filters section, click the gear icon () next to the section and select Manage Smart Filters. 
  2. Locate the smart filter whose share you want to edit or delete, and click the number that appears next to the smart filter in the Shares column. A popup displays.
  3. Rest your mouse on the person you no longer want to share the smart filter with, and click the trash can icon () that appears to the right of the name. 
  4. Click OK through the confirmation message. The share with that individual is removed.