Before you begin
You can only edit and delete filters that you've created. You cannot modify filters that have been created by other users.
Version: v5 (what does this mean?)
Plans: All plans
This article covers the following:
Create a custom filter
To create a custom filter:
- In Maintenance > Work Orders, click the + icon in the Filters bar:
- Click the Property drop-down list and select the property you want to filter for:
- In the Operator drop-down list, select the operator you want to use:
- Select the values you want to filter for.
These options will differ depending on what you've selected in the other drop-downs. If you've selected is one of or is not one of as your operator, you may select multiple values. - (Optional) To add additional filter conditions (for example, to filter for work orders that are high-priority and were created in the past month):
- Click And or (to display work orders that meet all of the filter values) or Or (to display work orders that meet any of the filter values:
- Repeat steps 2-4 for the new filter condition.
- (Optional) Add another condition by clicking And or Or, and select the values as needed.
- Click And or (to display work orders that meet all of the filter values) or Or (to display work orders that meet any of the filter values:
- Enter a name for the filter.
- Click OK.
Delete a custom filter
To delete a custom filter:
- In Maintenance > Work Orders, click the arrow icon in the Filters bar:
- Click Delete for the filter you want to delete:
Edit a custom filter
To edit a custom filter:
- In Maintenance > Work Orders, click the arrow icon in the Filters bar:
- Click Edit for the filter you want to edit:
- Make any needed changes and click OK.