Add a Security Lookup Filter

Security lookup filters allow you to query specific security data when performing a Security Cross Reference query in the Eagle Portal.

To add a security lookup filter:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

2. Enter Portal Administration in the Start Search text box.

3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
   You see the Portal Administration window.

4. Click Yes in the Do you see the Eagle logo here? dialog box.
   You see the Portal Query Explorer window as the default.

5. Click the Portal Query Explorer drop down menu and select User Settings Explorer.
   You see the User Settings Explorer window.

6. Under Security Master, click Security Lookup Filters.

   Open

   

7. In Current cross reference fields filter, click the ellipsis on a blank row.
   You see the Field Selector dialog box.

8. Complete the options on the Field Selector dialog box.

9. Double-click the field you want to add.

10. Click Save.

11. To delete a security lookup filter, In Current cross reference filter fields, select the security lookup filter.

12. Click the delete (X) icon in the same row.
    The selected filter is deleted.

13. Click Save.