Standard Buttons and Filters

In this article, we’ll walk through the standard functions that are available on almost every screen. We'll start by reviewing what each button does. Each overview screen may include the following buttons, depending on user permissions and the type of overview:

Knop	Functie
	Create a new item.
	Move the selected items to the trash.
	Export the selected items to your clipboard, Word, PDF, or CSV.
	Duplicate the selected items.
	Perform a multi-action on the selected items.
	Create an advanced filter.
	Show or hide columns.
	Adjust column width or rearrange column order.
	Save the applied filter and column layout as a view.
	Load previously saved filters and column layouts.
	Print the selected items.
	Print a QR code of the selected items (only for objects, parts, meters).
	Switch between object/part/form group.
	Open the trash.
	Permanently delete an item from the trash.
	Restore an item from the trash.
	Available in certain menus: Workorders: Show all closed work orders Requests: Show all cancelled or completed reports Purchase orders: Show all completed purchase orders older than one year Hour bookings: Show all hour bookings older than one year Part Issuances: Show all part issuances older than one year
	Create work order | Create a work order from the selected items.
	Create a work order from the selected items and open it (max 5 items)In elk scherm zijn 2 zoekfilters beschikbaar om data te filteren en op te zoeken.

Search Filters

Each screen includes two types of search filters to help find and filter data:

Option 1: General Search Filter

Located at the top right of every screen. This search scans all available/visible columns, except for attachment columns or those containing icons.

Option 2: Advanced Search Filter

This filter allows for column-specific searches. You can assign a search query (green) for each column (red), and specify how it should search (blue).
If you use a filter frequently—like viewing all open work orders every morning—you can save it as a "view" and reload it later.

The advanced filter also offers dynamic date search options. You can use the following keywords in the “Value” field to always see items from, for example, last week or next month, regardless of the current date: