Microsoft Add-Ins Filter Selection

Pain point: When using Microsoft Add-ins, it takes multiple steps to change a filter selection

Current Process:

  1. (In Document filters) Uncheck the current selection
  2. Mark the new selection
  3. Click Save Filters
  4. Click Update Existing Filter View
  5. Select the Filter Name
  6. Click Save
  7. Refresh the document

The ask: Can we streamline this process and/or provide flexibility to apply a document filter without needing to update a filter view and go through the 7 step process that is the current protocol?

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