Filters are used to narrow down the displayed records on multiple MVP pages.

 

To create a filter use the following steps:

1. Navigate to the page you want to create the filter for.
2. Select the filter icon next to the quick search field in the upper right-hand corner.
3. Click "New" to open the dialog window to set up Filter criteria.
4. Enter a Filter ID (this is necessary to save the Filter, and it must be unique).
5. Select the appropriate criteria for each drop down menu. The first column represents the field being searched. The second column is the qualifier of the search, and the third column is the value to search.
6. (Optional). Press the green + button to add new lines to allow you to create a multiple criteria filter if necessary.
7. (Optional). Change how the filter criteria are accounted for (return results matching all criteria or any) using the "Match Rules:" option at the top of the filter dialog window.
   • Selecting All means that ALL parameters must be present for a result to appear whereas selecting Any means the search will display if ANY of the values are present. 
8. Select Save in the upper right hand corner of the Filter creation window to save and execute the search. If you are not saving, click "Search" at the bottom.

Please note that Public Filters will list the username of the user who created the filter, in parenthesis at the end of the filter ID. As an example, if User1 creates filter ID TestFilter, the filter will appear as "TestFilter (User1)."

 

Users can create filters using an And/Or Logic by setting up a filter line with the following setup:

 

Example Filters

Under Work Orders if you want to create an "Assigned to me" filter use the following steps:

1. Go to Work.
2. Work Orders.
3. Press the funnel button next to the search bar then select "New."
   

    

4. Set the first drop-down to "Assigned to".
5. Set the second drop-down to "Equals".
6. Set the third field to "Me" using the grey down arrow to the left of the field.
7. Save the filter by filling out the "Filter ID" field, and then press Save.

 

This filter will allow any user to select this filter, and only see Work Orders that are assigned to them (their username is listed in the Assigned to Field).

 

 

For Status or other fields with a limited range of options, users will only be able to select "Equal" or "Not Equal." 

Then the corresponding value can be  selected from a dropdown of options on the right hand side. 

 

 

 

For Parts users can create a filter to show specific parts with a QTY on hand only in certain warehouses.

Use the following steps to set up this filter:

1. Inventory.
2. Parts.
3. Press the funnel button next to the search bar then select "New."
   

    

4. The first row will need to be set to:
   1. Set the first drop-down to "QTY on hand".
   2. Set the second drop-down to "is not blank"
   3. The third box will automatically grey itself out, as the first line will now be telling the filter to only pull a list of parts that have a QTY on hand in stock.
5. For the second row, press the chain link "Add" button at the top of the filter menu to add a linked row. This will allow you to apply two different "Match Rules" for different filter criteria. 
   1. Set the Match Criteria for the linked portion to "Any", this will allow the filter to pull a list of parts from either row of criteria, instead of trying to find a record to match ALL rows of criteria.
   2. Set the first drop-down to "Warehouse".
   3. Set the second drop-down to "Equal".
   4. In the third field, enter the name of the warehouse you wish to search for.
   5. Press the green + Button to the right of the row to add a new row, and repeat steps 1-4.
6. Fill out the Filter ID field and press Save to save the filter.