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Create your own job filter

The system administrator configures if you are allowed to create your own filters. Filters that you create are not available for other operators. A filter shows the jobs and orders that match the required filter criteria. The filter hides all other jobs and orders.

Additional actions

Description

Rename a filter

  1. Click the filter section in the footer and click [Rename filter].

  2. Select the filter that you want to rename.

  3. Type a filter name and a description for the filter.

  4. Click [OK].

You cannot rename the filters created by the system administrator.

Delete a filter

  1. Click the filter section in the footer and click [Delete filter].

  2. Select the filter that you want to delete.

  3. Click [Yes].

You cannot delete the filters created by the system administrator.

  1. Click the filter section in the footer and click [Edit filter]. The filter section in the footer displays an icon of a funnel.

  2. Use one or more items for the filter.

    1. Select the ticket item that you want to add to the filter and enable option [Use in filter].

      An item is marked with a funnel icon when the item is added to the filter.

    2. Assign a value to the ticket item.

    3. Repeat this until you have defined your filter.

  3. Define which logical operator must be used when the filter contains two or more items.

    • By default, the 'AND' operator is used when you add more than one item to the filter. Jobs and orders become visible when all filter criteria are met.

    • When you enable option [Allow the OR operator in the filter], the 'OR' operator is used when you add more than one item to the filter. Jobs and orders become visible when at least one filter criteria is met.

  4. Click [OK].

    The filter is added as a [Temporary filter] to the filter section in the footer. If you want to save the filter, continue with the following steps.

  5. Click the filter section in the footer and click [Save filter as...].

  6. Type a filter name and a description for the filter.

  7. Click [OK].