Add a Filter to the Filter List

You can add a filter to use customized words in search filters.

  1. Click Configuration, Filters.
  2. Click Add new in the upper right corner of the page, as shown in this screenshot:
    This screenshot shows the Filters page that lists all the filters created in the application.
  3. Fill in the fields in the Add Filter dialog box.
    This screenshot shows the Add filter dialog box:
    This screenshot shows the Add filter dialog box, which lets you add a new filter to the filter list.
    Field name Action
    Filter Enter the name of the filter. This is the name that users see when they select the Filters drop-down list.
    Language Select the appropriate language from the drop-down list.
    Applicable to entity Select Activity or Resource.
    List/Time/Map/Daily Select this check box if you want the filter to appear in the Filters drop-down list in the Actions pane.
    Routing Select this check box if you want the filter to appear in the Routing Filters list associated with a route plan.
    Restriction Select this check box to prevent activities from appearing if routes have not been activated or the work day has not yet begun. You can also use this check box to hide some activities in buckets.
    User Type Select the user types that have access to this filter. For example, if this filter is used for routing, the user type for the person who performs routing must have the permission to access the filter.
  4. Click Add.
    The new filter appears in the Filters list.

What to do next

Add a filter condition for the newly created filter. A filter does not work if there is no condition specified.