Filter By
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.
Default filter
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.
Main Section
| Add filter |
All records are made available. |
| Delete Filter |
Deletes a selected filter. |
| Clear Filter |
Will clear all currently set filter values. |
| Save Filter |
Will save your set of selected filter items and all currently set values. |
| Default Filter |
|
| Filter form |
Enter or select a filter name from the selection table (up to 30 alphanumeric characters). |
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. |
| Sales Order |
Enter original referential label of sales 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. |
| Product |
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. |
| 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. |
| Cost Center |
Enter or select an ID of cost center for resource where at least one work order operation has to be performed. |
| WO Status |
Select an appropriate status of work orders you want to display. |
For video tutorial on this topic check HERE.