Custom Filters

Custom Filters

In some parts of the system, such as the Scheduling tab or the PM manager, you'll be able to create custom filters to use, in order to find the records you need.
The process is similar to that of creating a report. You will often see a screen like this that allows you to select, edit, or add filters.

Filters can be created by clicking the "+" or "add" button next to the dropdown
menu. To create a filter, follow these steps:

1: Type in the name you would like to give the filter. You can select the appropriate status for "Public" and "Readonly" and then click the the disk icon on the right to
create the filter.

New Filter

2: You will be taken to the "Filter Options" screen, which looks a lot like the report writer. From this screen, select a field you wish to use from the dropdown menu at the
bottom and click the blue "+" sign.

Add field

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3: You'll see that the field has been added to the area above. Unlike the report writer, you only need to select the fields on which you're going to place filters.

Field Added

4: Click the light gray "funnel" icon to the right of the field you've just added. This will bring up the "Update Criteria" window. Select an operator, such as "Equals" and put a
value in the "Criteria" field. Then, click the "Update" button.

5: Close both windows. Now, you should be able to select this filter from the dropdown menu.

To edit an existing filter, simply select it from dropdown and click the "pencil" or "edit"icon. This will bring you to the same window you just used to define your filter.
The process works the same way.

Custom Filters

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Custom Filters

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