Before you begin
Version: v6 (what does this mean?)
Plans: All plans
To create a custom filter:
- In Maintenance > Work Orders, click the Custom filters button:
- Click Create New or Create your first custom filter if this is you haven't created any filters yet:
- In the Column Name drop-down list, select the column you want to filter for.
For example, to filter for high-priority work orders, you would select Priority in the drop-down list. - In the Operator drop-down list, select the operator you want to use. The operators listed will differ depending on which Column Name you selected.
Continuing the example above, you would select Equals, so that you could filter for work orders where the priority equals "high". - In the Value field, select or enter the value you want to filter for. Depending on which Column Name you selected, you'll either be able to select values from a list or enter your ownvalue.
Continuing the example above, you would select High. - (Optional) To add additional filter conditions (for example, to filter for work orders that are high-priority and were created in the past month):
- At the top of the screen, click And (to display work orders that meet all of the filter values) or Or (to display work orders that meet any of the filter values:
- Below the filter values, click the And or Or link (the app will display the correct link depending on which option you selected in the step above):
- At the top of the screen, click And (to display work orders that meet all of the filter values) or Or (to display work orders that meet any of the filter values:
- (Optional) To save the filter so that you (and other users in your organization) can easily apply it again later:
- Switch on the Save filter to my list toggle:
- Enter a name for the filter.
- Switch on the Save filter to my list toggle:
- Click Save.