Create a filter

You can create filters to determine which orders are visible for a user. 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 customer.

2. [Order processing]

   The filters determine which orders and jobs are visible for order managers and operators in the [Order processing] workspace. See Manage the filters.

This topic describes how you can create and configure one or more filters for the web shop.

Create a filter

1. Use one or more items for the filter.

   1. Click [Web shop] - <web shop> - [Layout] - [Web shop view] - [Filter].

   2. 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.

      Additional actions	Description
      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.

   3. Enable the [Use in filter] option.

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

   4. Configure the values for the item.

2. 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.

3. [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.

4. Click [Save].