Filter By

Dynamic Filters

Managing Dynamic Filters

For better access to data that you need for your daily work, you can use dynamic filters on Work Order form, which allows you to adjust your set of work orders according to your needs.

Filters can be added, edited, stored and deleted.

Adding filters

When adding filters, select the fields you want to add and select the values ​​by which you want to filter the records.

Multiple values ​​can be added to a single field.

The result of the filtered data can be seen at the bottom of the form.

Save filter

You can save filters that you use frequently.

We recommend that you use meaningful names.

To save a filter, enter the filter name and click the Save button.

Edit filter

If you need to change an existing filter, you can edit it at any time.

Select the filter that that you want to edit, change the criteria, add or delete fields, change the values, ​​and click the Save button.

Delete filter

If you are not satisfied with the filtered data set, you can also delete the filter.

Select the filter you want to delete and press the Delete filter key.

Set the default filter

We recomend to set the most common filter as the default one.

Select the filter that you like to set as default one. Clicking on filter icon on the right site of the filter name and select Set Default.

Share filter betwen other users

Existing filters can also be shared with other users, which makes working with filters even easier. Select the filter you want to share and click the Copy filter button. 

Clicking Copy Filter tab opens a table containing a list of users which were assigned authorizations for processing work orders.

By clicking Copy Filter in the wizards menu assigns/updates a filter. At the same time you can set default filter to individual users.

Expand all 

The purpose of the Expand All check box is to show the hierarchy of work orders (as a tree structure) - according to the primary work order.

Main Section

Specifying Fields When Creating a Filter

Order	Enter or select ID of sales order by which you want restrict displayed data. Selection table offers sales orders and manufacturing work orders.
(line)	Enter a line of sales order by which you want to restrict displayed data.
Sales Order	Enter original referential label of sales order by which you want to restrict displayed data.
Parent WO	Enter or select a parent work order by which you want to restrict displayed data.
WO	Enter or select an ID of work order by which you want to restrict displayed data.
Department	Enter or select ID of department from main section of work order by which you want to restrict displayed data.
Cost Center	Enter or select an ID of cost center from main section of work order by which you want tp restrict displayed data.
Item	Select an item by which you want to restrict displayed data.
Primary Category	Select a primary category for item by which you want to restrict displayed data.
Sec. Category	Select a secondary category for item by which you wanto to restrict displayed data.
Customer	Select an ID of customer by which you want to restrict displayed data.
Consignee	Select an ID of consignee by which you want to restrict displayed data.
Plan (From - To)	Select ID of start and end plan in set range containing work orders by which you want to restrict displayed data.
WO Date (From - To)	Select a start and end restricitive dates for work order.
Order Date (From - To)	Select a start and end restrictive dates fro sales order.
Start Time (From - To)	Select a start and end restrictice date for start time of work order.
End Time (From - To)	Select a start and end restrictice date for end time of work order.
Resource	Enter or select an ID of resource where at least one work order operation has to be performed.
Department of Resource	Enter or select an ID of department of resource  where at least one work order operation has to be performed.
No Parent WOs	If checked, parent work orders will not be included.
Cost Center	Enter or select an ID of cost center for resource where at least one work order operation has to be performed.
Reversed	If checked, reversed work orders will be included.
Reversed Only	If checked, only reversed orders will be included. The checkbox is displayed only having previously checked Reversed. Otherwise it is hidden.
Delayed	If checked, delayed work orders (which are past their created on date) will be included. The date field appears only when you check it.
(date)	Select a date representing bottom margin.
WO Status	Select an appropriate status of work orders you want to display.
Creation Mode	Select a mode in which work orders were created: E - Edit WO P - Plan T - Timetable O - Orders C - Combined WOs O - Other
Document Types	HEre you can set document types for work orders you want to display.
Item Types	Here you can set item types for work orders you want to display.

Use wildcard characters when creating a filter.

Specifying a User List

 For video tutorial on this topic check HERE.