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Search, Filters, & Sort Features

Use the search, filter, or sort features within modules to quickly find specifics.

Updated over 6 months ago

Take a look at the video or read the guides below.

Video

Guide - Search

When you open a module, you find the Search field feature at the top of the screen.

  • Click on the field and type a keyword. The results automatically appear in the List view. The same applies to the Calendar view in the Work Orders module.

  • To clear your search, simply click on the X in the field.

Guide - Filters

When you open a module, you find the term Filters. A number next to the term shows how many filters are currently applied in the List view on display.

View, Add, and Edit Filters

  • Click on Filters to view any filters currently applied.

  • Click on "Add condition" and select a new property, then condition from the dropdowns.

  • Click on a trash icon next to a filter to remove.

  • Click on "Clear all" to remove all filters.

Guide - Quick Filters

  • Click on a quick term filter, then select from the dropdown. Results display instantly. A number next to a quick term is term-specific.

  • Click on a term to view and remove filters.

Guide - Sort

  • Click on the up or down arrow next to any column header to sort by either:

    • Text - A-Z then Z-A

    • Numeric - largest to smallest then smallest to largest

    • Date/Time - earliest to latest then latest to earliest

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