Filters and Queries

business Professional

Filters are used to restrict a list of requests, assets, or jobs to those that match search criteria.

More than one filter criteria can be applied at a time, and then the set of filter criteria saved as a Query and then reused time and time again.

Request Filters: Date of Request, unique Request Reference, Area, Form and Form Data, User and Client Reference.

Asset Filters: Form and Form Data, Area, Customer Asset ID

Job Filters: Expected Start and End Dates, Actual Start and End Dates, Job Template and Form Data, Priority, unique Job Reference, Resource (which is the Team assigned to the Job), and Client Reference.

The video tutorial below will explain how to set up filters and queries in further detail. 

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