Filters have two primary uses—first, filters narrow down
lists of activities or resources within the workspace area, based
on defined fields and values. These filters are used within the Time,
List, and Map views, providing an ad hoc reporting capability. Second,
filters within routing plans predefine the information that determines
how routing distributes activities across available resources. These
filters are commonly set up to differentiate the cost, or value of
assigning certain jobs to certain resources, as well as determining
the priority of certain types of activities.
The Filters visibility profile
permission controls the access to the Filters window. You must set this permission for each user type that manages
Filters. If you don’t configure this permission or don’t define the
visibility for a user type, users of this user type cannot view the
filters that you create. If you select ReadOnly, Filters is placed
into a view only mode. If you select Read/Write for this setting,
the user can manage Filters. To create a filter:
- Click Configuration.
- In the Displays section, click Filters.
The existing list of filters appears. You can see a maximum of 500 filters from the
currently available filters in your instance. If you have more than 500, use a combination of
the options such as Find, Visible on screens, and Applicable to entity available on the
View menu. Or, sort the list by ascending or descending values of the
required column.
- Click Add New.
The Add filter dialog box appears.
- Complete these fields:
| Field |
Description |
| Filter |
The filter name that the users see. Enter the name in English
and in all the languages that are active in the application. |
| Applicable for |
The entity type (activity or resource) that the filter pertains
to. The entity determines the table fields that can be selected when
applying the filter conditions. |
| List/Time/Map/Daily |
The views within which the filter is available. |
| Routing |
Whether the filter is used within routing plans. |
| Restriction of Visible Activities |
Whether you want to restrict filter activities from appearing
if resource routes have not been activated or a working day has not
yet begun. This configuration is related to the User Type. Once the
filter is configured, apply the filter as a visibility restriction
filter for user type. |
| User Types |
The user types that the filter is available for. This field
is displayed if you select the List/Time/Map/Daily check box. Use the arrow buttons to move the user types between
the Available and Selected columns. |
- Click Add.
The filter is saved.
What to do next
You must add conditions for the filter. If no conditions are added, the filter does not
work.