FMX's Filtering options allows customers a convenient way to find what they're looking for in an organized fashion.
Some of these Filtering options consist of:
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A singular form that organizes all filters in one place
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Drop down menu options for easy selection
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Multiple date range options
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Accessible Custom Field selection
Read below to see what filter options are available as well as how they appear in FMX.
Maintenance Requests
Assigned to – Filter by who is assigned to a request. If you select “Anyone” it will show you all requests that have been assigned; if you select “No One” it will show the requests that have not yet been assigned
Building – Filter the grid by the building(s) you want to see requests for
Custom Field – Filter your grid by the custom fields that have been filled out
Date Filters – Select the date range you want to see requests for
Location – Filter the grid by the location(s) you want to see requests for
Ownership – Filter by whether a request is internal, outsourced, or your own
Request type – Filter the grid by a certain request type
Status – Filter the grid by the state of the request
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Overdue: See tasks that are overdue
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Open: See tasks that are open
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Completed: See any requests that have been completed
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Pending details: See requests that have been created via email and are awaiting final details before resolution
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Pending my immediate approval: See requests that are pending your approval
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Pending my eventual approval: See requests that are pending your eventual approval
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Pending other’s approval: See requests that are pending others approval
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Declined: See any request that has been declined
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Pending assignment: See requests that are pending an assignment
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Pending resolution: See requests that are pending resolution
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Pending finalization: See requests that have been resolved, but are still awaiting finalization
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Finalized : See schedule requests that are finalized (approved) and upcoming
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Deleted: See requests that have been deleted from your FMX site
Schedule Requests
*Please note that some fields below are not present in the above screenshot
Building – Filter the calendar by the building(s) you want to see requests for
Custom Fields – Filter your calendar by the custom fields that have been filled out
Date Filters – Select the date range you want to see requests for
Invoice Date – You can filter by the date that the request was invoiced
Created Date – You can search for specific requests based off of the date/ date range in which they were created
Event Date – You can search for requests that are happening during a specific date range
Payment Date – You can filter by the date that a payment was made for a request
Ownership – Filter by whether a request is internal, outsourced, or your own (options vary based on user type access)
*Period – You can filter for different "periods", or time frames, in which schedule requests can take place.
*this filter option will vary from site to site
Request type – Filter the grid by a certain request type
Resource – Filter the grid by the location of the request
Resource Type – Filter the grid by the type of resource of the request
Status – Filter the grid by the state of the request
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Overdue: See tasks that are overdue
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Open: See tasks that are open
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Completed: See any tasks that have been completed
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Pending my immediate approval: See requests that are pending your approval
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Pending my eventual approval: See requests that are pending your eventual approval
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Pending other’s approval: See requests that are pending others approval
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Pending estimate: See schedule requests that are pending estimates
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Pending estimate acceptance: See schedule requests that are pending estimate acceptance from the requester
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Pending Invoice: See schedule requests that are pending an invoice
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Pending Payment: See schedule requests that are pending payment
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Finalized and upcoming: See schedule requests that are finalized (approved) and upcoming
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Finalized and completed: See schedule requests that are finalized (approved) and completed
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Declined: See any request that has been declined
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Canceled: See schedule requests that have been canceled
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Deleted: See requests that have been deleted from your FMX site
Planned Maintenance Tasks
*Please note that some fields below are not present in the above screenshot
Assigned to – Filter by who is assigned to a request. If you select “Anyone” it will show you all requests that have been assigned; if you select “No One” it will show the requests that have not yet been assigned
Building – Filter the grid by the building(s) you want to see requests for
Custom Field – Filter your grid by the custom fields that have been filled out
Date Filters – Select the date range you want to see requests for
Location – Filter the grid by the location(s) you want to see requests for
Ownership – Filter by whether a request is internal, outsourced, or your own
Status – Filter the grid by the state of the request
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Overdue: See tasks that are overdue
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Open: See tasks that are open
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Pending assignment: See tasks that are pending an assignment
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Partially completed: See tasks that have been started but are not yet finished
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Completed: See any task that has been completed
- Deleted: See any tasks that have previously been deleted
Equipment – Filter the grid by equipment used
Mode - See any tasks that are meter-based and/or time-based
Other examples of the updated FMX Filter options:
Removing Filters
If you're having trouble locating certain requests, events, or other information on your FMX calendar or in your FMX module grid view, it could be because you have a filter selected that is hiding the information you are looking for.
You can see your applied filters by looking underneath the Filter and Search bar:
To quickly remove all of the filters that are currently selected, click the "Clear" icon directly next to the filter button:
To remove filters one at a time, click on the "x" next to the filter(s) you would like to remove:
Another way to remove filters is to click on the "Filter" button and choose "Clear Filter" at the bottom of the page:
To see how to save filters in FMX, click here.
For questions or inquiries, please contact the Customer Success Team by submitting a request to our Support Center!