Create your own order filter

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

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].

      Click [Order items] to add order items to your filter. Click [Job items] to add job items.

      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. [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.

5. 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.

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

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

8. Click [OK].