Detail filter fields are incorporated in the tab, so the search is easy to use. You can see a lot of filters that can filter work orders by statuses, types, objects, customers, etc.
To find all the possible filters, click on "View settings" button, that is above all listed filters.
When you click on it, you will see "Filters" section. Click on it and you will expand the whole list. Mark checkboxes where needed and selected filters will appear in the work orders list.
If you are using "Status" filter, active status includes not completed work orders as well as unassigned status.
Have in mind that some filters, e.g. customer filter can filter out the work orders not only by customer's name but also by phone number.
The filter “Signature signed” will let you to filter the work orders with or without a signature from a customer. Show all option will display all the entries.
What is more, if a work order has a signature from a customer added, the additional icon near the completed status is displayed.
If the work order was completed with a warning (when customer leaves a remark) you will be able to filter if the customer's remark was answered.
Filter by multiple assigned users/created by in work orders list
We made a multiple assigned user and created by user selection for an easier management of the work orders. In this case now, the administrator can filter the work orders by selecting multiple users at once. There can be selected as many users as needed, different roles are available too. Only those work orders that include selected users will be visible in the list.
Personal views
You can create and save your personal filters/views. Just select any filters from the list you want to apply and click "Create view" option next to "Work orders" tab.
You will need to enter the title, you can use multiple emojis to make it more undersatndable for you. Click "Save" when it is done.
Filter will be saved and will appear as a separate view next to the "Work orders" tab. Now when you click on it, you will see previously filtered work orders only.
The number of personal filters (views) is unlimited. You can also edit or archive them anytime. For any changes, just click on the view and click "View settings" button. Edit, Copy, Archive and Save options are available.
When trying to archieve the view, you will get pop up message asking if you really want to complete this action. You can submit or close the window.
It is personal views so other users will not be able to see them. Only the creator can see and use them.
Select filters
You can select filters by using checkboxes, click on "Select filters" button and you will be able to see all possible filters that you can use for easier search in the work orders list. Arrows nearby the filter names will let you move filters up and down by using drag and drop action.
There are two filters for the office. The first one is “User office” and filters the work orders by the assigned user’s office. Another one is “Work order office” and filters the work orders by the office that was selected for the specific work order.