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In some cases, you may want to filter what displays on the grid based on a number of criteria to the same column. For example, you want to see all records between two specific dates of the Scheduled Users Start Date & Time column.
Below is an walk through of performing a custom filter on the Start Date & Time column in the Scheduled Users grid, so that we display only records within a specific date range.
| 1) | View the Service navigation bar |
| 2) | Select Scheduled Users to cause the Scheduled Users grid to display on the right |
| 3) | Move the Start Date & Time to the position where the grid will sort by it if not already there - this is just so you can easily see the column |
| a) | You can use your mouse, click and drag the Start Date & Time column to the far left, or select the of the Start Date & Time column to pin it which automatically moves it to the left.. |
| b) | Note how the Start Date & Time column now has a  to indicate this is the column to be sorted by |
| c) | Click on the  and note how the arrow changes |
| 4) | We will create a custom filter on the Start Date & Time to display only scheduled user items for a specific date range. |
| a) | Select the filter image on the Start Date & Time column and select (Custom) |
| b) | We will create two queries in the custom filter – one to bring back all records less than an existing Start Date & Time, and one to bring back all records greater than an existing Start Date & Time - so that only the records with the dates in-between display |
| c) | Select Operator of < Less than and drop down the Operand and select an actual Start Date & Time that is the farthest date you want the range to be |
| e) | In the second query, select Operator of > Greater than and drop down the Operand and select an actual Start Date & Time of a scheduled user item that is the oldest date you want the range to be |
| f) | Remember, you have to select an actual Start Date & Time – do not type in a date and time. |
| 5) | Note how the Start Date & Time column filter is now colored  which indicates this column is now filtered |
| 6) | And note how only records within that date range you selected are now showing. |
| 7) | You can also have additional filters on other columns at the same time. Create a custom filter by the Workorder Status column to show all workorder items that do not have the status of Service Completed, as well as show those that have a status not even selected. |
| a) | Find the Workorder Status column and click to open filter capabilities (you may also want to move the Workorder Status to the left for visibility depending on your present grid display) |
| b) | Scroll down to select (Custom) |
| c) | This opens the advanced filter criteria window |
| d) | Select the Operator of Does Not Equal To |
| e) | Select the Operand of Service Completed (which is the status we do not want to show) |
| f) | Do not type it in – you need to select an actual workorder status from the actual drop down selection. |
| g) | Select OK to close the advanced filter criteria window |
| 8) | Filter also by the User column to display only workorder items for a specific scheduled user |
| a) | Find the column User and click on the filter |
| b) | Scroll down and select the user Eva Alexander |
We have now filtered the grid to display only service workorders with a start date of a specific range of time, for a specific scheduled user, that are not check-marked as Service Completed.
Such filtering can be useful for a user to display scheduled items for themselves so they can see at a glance what work is coming up.
See also:
Using the Filter Drop List
Filtering a grid
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