---
title: "How do I create record filter categories?"
slug: "how-do-i-create-record-filter-categories"
updated: 2026-06-10T11:26:23Z
published: 2026-06-10T11:26:23Z
canonical: "help.cintra.co.uk/how-do-i-create-record-filter-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create record filter categories?

## What are record filter categories?

Record Filter Categories act like folders. Their primary role is to help organize and categorize different filters that you create within Cintra iQ.

> [!NOTE]
> **Note:** The category remains hidden until you attach a record filter definition to it in the Create Record Filter Definition window. If you do not save your new filter to a specific category, it is automatically saved to the Uncategorised category in the Record Filters window.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064530.png)**Go to Cintra iQ:**

- Lower right-hand corner > Filters > Record Filters window
- Menu bar > Definitions > Filters > Record Filters window

Click the **Category Maint..** button. The **Record Filters Categories** window appears.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064531.png)

Within the **Record Filters Categories** window, you can perform the following:

- Create a new category.
- Rename a record filter category.
- Delete a record filter category.

## To create a new record filter category

1. Click the **Insert** button. The **Insert Category** dialog appears.
2. Enter the category's name.
3. Click the **Ok** button. The category is displayed in the **Record Filter Categories** window.

## To attach a filter to the category

1. Select the category in the Create Record Filter definition window category dropdown.

## To rename a category

1. Click the **Category Maint..** button. The **Record Filters Categories** window appears.
2. Highlight the desired category.
3. Click the **Edit** button. The **Edit Category** dialog appears.
4. Enter the new category name.
5. Click the **Ok** button. The name is changed in the **Record Filters Categories** window.