Filter Options

The scheduler grid allows you to configure rule-based custom filters and sets of filters to display only the relevant entries in the table. Filters can be nested, with each successive filter or filter sets applied sequentially, enabling you to drill down to the specific entries you want to view.  The 'Filter' option allows you to add your filtering rules. Each rule contains three components: the column, the search criteria, and the relation.

For example, you may want to view only the items that are assigned to a subcontractor AND with planned days set up to more than 10 days. You can first create a filter to show only the items assigned to the contractor, then add one more filter to show only the items with planned days of more than 10 days. You can build as many rules as required to apply to the results sequentially.

You can also use the filters to create custom views of the grid to show only the items classified and organized based on specific criteria. See Manage Custom Grid Views to learn more.

To add filter rules and rule sets

• Click the filter icon at the top left of the table

• Click thebutton
• Select the desired column to add it as the criteria of the filter
• Choose the condition. The conditions available depend on the selected column

• Enter or select the filter value. The option is available as a drop-down, calendar, or text box, depending on the column chosen.

The filter is saved automatically and the system displays the filtered result

Note: By default all the additional filter conditions are applied using 'AND' logic

• Click thebutton and repeat the process to add more rules to the filter set with 'AND' logic

Alternatively, to add more filter rules with 'OR' logic

• Click  button at the bottom

In the example above, the rules are added to show the tasks assigned to a specific contractor whose progress is not recorded. The grid now shows only the rows that satisfy the rules applied sequentially. You can save the filter by creating a custom view for the table with this filter applied. 

• Click the 'X' next to the filter rule to remove individual filters
• Click 'Clear all' at the top to remove all filters/filter sets at once