Custom filter

If the criteria used to search for an element are often identical from one time to the next, you can save them so that the filter can be reused whenever you access a function.

For example:

Display as default the list of work orders to which you are assigned,
Directly display PRs waiting for approval.

A custom filter that you have created can be:

Reused and defined as a default filter,
Modified,
Deleted,
Shared with all users.

As default, you are the only one who can access the filters you have created.
A filter made public can be seen by all users, but only the user who created it and those who are entitled to make a filter public can modify or delete it.

To create:

New search criteria, see Adding a search criterion.
A tab dedicated to custom search criteria, see Advanced filter.

You can use dynamic expressions in a filter.

Creating a custom filter

On the [Search] tab of the function, fill in the filter criteria of your custom filter.
On the drop-down list next to the icon , make sure no filter is selected, then, from the filter menu, select "Create an advanced filter."
→ The save pop-up for the filter is displayed.

Configure your filter:

Indicate its name,
Check the "Default filter" box for this filter to always be applied when the function is opened (but you will be able to change it).
Check the "Public" box for this filter to be accessible to all users,
You may modify the field values so that they will be a function of the context. For example (as for a Filter indicator):

Current date: {sysDate}
Connected user: {user.code}

Confirm.
→ The filter appears on the drop-down list to the right of the icon .

Using a custom filter

On the [Search] tab of the function, select a filter from the drop-down list next to the icon .
→ The list of items corresponding to the filter criteria is displayed on the [Results] tab].

Setting an existing filter as the default filter

On the [Search] tab of the function, select the filter from the drop-down list next to the icon .
On the filter menu , select "Use this filter by default."
→ From now on, whenever you access the function the application will directly display the list of items corresponding to the default filter criteria on the [Results] tab.

Changing an existing filter

You can modify a filter only if you have created or you are entitled to modify public filters.

On the [Search] tab of the function, select the filter from the drop-down list next to the icon .
On the filter menu , select "Save this filter."
→ The save pop-up for the filter is displayed. It works the same as in creation mode.

Deleting a filter

You can only delete filters that you have created, unless you are entitled to modify public filters.

On the filter menu , select "Save this filter."
→ A pop-up appears containing the list of filters you have created.

Select the filter to be deleted, then click on "Confirm."
→ The filter is deleted.