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Create a filter

Introduction

You can create filters to determine which orders are visible for an operator. You can create and configure the filters in the following locations in workspace [Configuration]:

  1. [Web shop]

    The filter determines which orders are visible for a user of [Web Submission]. See Create a filter.

  2. [Order processing]

    The filters determine which orders are visible for an operator of [Order processing].

Click the column header 'Name' to apply ascending sorting or descending sorting.

Click the column header '*' to sort on items that are used in the filter.

This topic describes how you can create and configure one or more filters for orders in the [Order processing].

Procedure

  1. Click [Order processing] - [Manage filters] - [Filters for orders / jobs] 
  2. Click the plus icon to add a filter.
  3. Assign the filter to one or more operators. You can manage the operators in [Order processing] - [Workflow configuration] - [General settings] - [Assign to].
  4. Type a name and description for the filter. The name must be unique.
  5. Select an 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.

  6. Configure the values for the item.
  7. If required, you can add more than one item to the filter.

    By default, the 'AND' operator is used when you add more than one item to the filter. 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.

  8. Click [Save].
Parent topic:
Manage filters
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