You can create filters to determine which orders are visible for a user. A filter shows the jobs and orders that match the required filter criteria. The filter hides all other jobs and orders.
You can create and configure the filters in the following locations in workspace [Configuration]:
[Web shop]
The filter determines which orders are visible for a customer. See Create a filter.
[Order processing]
The filters determine which orders and jobs are visible for order managers and operators in the [Order processing] workspace.
This topic describes how you can create and configure one or more filters for the [Order processing] workspace.
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Additional actions |
Description |
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Edit a filter |
Click the pencil icon. The icon appears when you hover the mouse pointer over a filter. |
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Delete a filter |
Click the delete icon. The icon appears when you hover the mouse pointer over a filter. |
Click [Order processing] - [Manage filters]. Then select:
[Filters for orders]
Create a filter for the [Order view] of the [Configuration] workspace.
[Filters for jobs]
Create a filter for the [Job view] of the [Configuration] workspace.
Click the plus icon to add a filter.
Assign the filter.
Assign a filter for orders to an order manager. You can manage the order managers in [Order processing] - [Workflow configuration] - [General settings] - [Assign orders to].
Assign a filter for jobs to an operator. You can manage the operators in [Order processing] - [Workflow configuration] - [General settings] - [Assign jobs to].
Type a name and description for the filter. The name must be unique.
Use one or more items for the filter.
Select an item in the list. The following items are available for the filter:
All order items and job items, including the custom items, available in the [Product and order editor] workspace.
All items used for internal administration, for example, [Communication state], [Accepted by], [Assigned to], etc.
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Additional actions |
Description |
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Sort the items |
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. |
Enable the [Use in filter] option.
An item is marked with a funnel icon when the item is added to the filter.
Configure the values for the item.
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.
[All jobs of the order must meet the filter criteria]
An order and its jobs are only displayed when the filter criteria are met for all jobs.
For example, the filter contains the following criterion for the jobs: [Communication state] = [Printed]. Now, the order is only shown in the [Order view] when all of its jobs have been printed.
Click [Save].