You can create favourites in any place where there is an option to set a filter as well as a Save Settings button – To Do, Work Order, Service Order, Sales Order, the Planner…
You can create as many favorites as you want and fit on the screen.
The filter can be selected from the filter settings, i.e. date, SHOW ONLY, user, etc., a search in a column or a selected sort order.
Do this:
- Click on the Filter symbol. Here you can choose from a range of settings. Select the ones you want to include in your filter.
- Scroll to the bottom of the box that opened when you clicked the filter button.
- Click Save Settings and a popup will open where you can make more settings.
- Choose whether the setting should be saved as default, i.e. always displayed when you access that function, or whether your filter should be a favourite. You need to click on a favourite to select it.
- If you choose to save as favourite type a name for your Favourite.
- Click Save as Favourite or Save Default.
You will see all your saved favourites in the list view on the right.
How to select and save a column filter
If you want to save a search in a column or sort order, you first need to select list mode = the three dashes. Then do your search in a column.
A column filter can, for example, be a search for a customer or a facility.
- Do your search
- Click the Filter button if the filter is not already open
- Click Save settings
- Select Column Filter
- Click Save as Favourite or Save Default.
You will see your saved favourite in the list view on the right.
How to save a sort order
- Click the arrow next to a column and select the sort you want.
- Give the filter a name.
- Select Save sort order
- Click Save as Favourite or Save Default.
Save the filter for your entire group
If you have admin permissions, you can save filters that will be visible to everyone in your group. You will see more choices when you click Save Settings.
Favourites that everyone in the group sees have bolder white text than your own.
What settings have I chosen?
Below the search box you will always see which filtering you have active. If it is a search in column or sort order selected, you will see it in plain text and that the arrow has changed (see screenshot below).
To return to your previously (default) saved filter, reload the page.
Edit a filter
A favourite cannot be edited. Delete the outdated one and create a new one.
Remove a filter: Click on the filter symbol (image 1) and then on your Favourite. Scroll down to the bottom. Click Remove.
Favourite in the Planner
In the Planner, you create and save favourite filters under the Resource tab. Here you do not have the option to select column filters and sort order.
