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.

Filtering

Two search filters are available in each screen to search and filter data.

Option 1: General Search Filter

Each screen contains a general search field in the upper-right corner. This search function searches through all available/visible columns. The attachment column is excluded from this search.

Option 2: Advanced Search Filter

In addition, most screens provide an advanced search filter through the funnel icon.

For each column (red), a condition (green) can be specified together with a search value (blue). This allows filters to be built that search for very specific criteria.

Examples of conditions include:

• Between two dates
• Greater than a number
• Less than a number
• Equal to
• Contains

Each filter rule can be placed underneath another filter rule. For example, you can search for all workorders from a particular year, but only if they are of type "Malfunction" and have priority 1.

Creating and Using Views

If you frequently use a filter, for example to view all open workorders every morning, the filter can be saved as a view and reloaded later.

A view can:

• Be shared with other users
• Be edited
• Be deleted

Deleting a shared view means the view will no longer be available for other users. Only the owner of a view can delete a shared view.

Date Handles in Advanced Filters

The advanced search filter also includes options to make date filtering easier.

The following values can be entered when using the condition "Equal to" in the Value field. They can be used to always display items from, for example, the previous week or the next month, regardless of the current date.

For example, using [this_week] as a filter value on a date field (such as the creation date of a workorder) will show all workorders created during the current week. When saved as a view, "this week" automatically moves along as time progresses.

Relative Date Handles

It is also possible to filter date fields using relative date notation, for example 12 hours ago.

The conditions "Before", "After", "Between", and "Not between" support handles. A handle always consists of square brackets, followed by a plus (+) or minus (-) sign, a number, and a unit.

For example:

• [-8h] looks back 8 hours.
• [+2w] looks forward 2 weeks.

The number must always be a whole number.

For example, using [-8h] in a filter shows all workorders created during the last 8 hours. This is particularly useful for shift handovers.

The "Me" Handle

Employee fields (such as Responsible Employee or Employee on a workorder) support the "me" handle.

By using [me], only items linked to the currently logged-in employee will be shown.

Practical Examples

By creating smart views, you can quickly retrieve the right information every day with only a few clicks.

For example, create a view showing all open workorders by filtering:

• Status
• Does not contain
• Completed

This leaves only the open workorders.

Or create a view showing all open workorders with a High priority:

• Status
• Does not contain
• Completed

And add:

• Priority
• Contains
• High

Well-designed views save time every day and help maintain a clear overview.

You can also create a view using a handle, for example showing all open workorders assigned to the employee who opens the view.