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How to filter your calendar/grid view

FMX's Filtering options allows customers to even more conveniently find what they're looking for in an organized fashion. 

Some of these Filtering options consist of:

  • A singular form that organizes all filters in one place

  • Drop down menu options for easy selection

  • Multiple date range options

  • Accessible Custom Field selection

Read below to see how these Filters look, as well as filter options that are available.

Maintenance Requests

Maintenance_Request_Filters.png

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

Resource Type – Filter the grid by the type of resource of the request

Status – Filter the grid by the state of the request

  • Overdue: See tasks that are overdue

  • Open: See tasks that are open

  • Completed: See any request that has been completed

  • Pending details: See requests that have been created via email and are awaiting final details before resolution

  • Pending my immediate approval: See requests that are pending your approval

  • Pending my eventual approval: See requests that are pending your eventual approval

  • Pending other’s approval: See requests that are pending others approval

  • Declined: See any request that has been declined

  • Pending assignment: See requests that are pending an assignment 

  • Pending resolution: See requests that are pending resolution

  • Pending finalization: See requests that have been resolved, but are still awaiting finalization

  • Finalized : See schedule requests that are finalized (approved) and upcoming

  • Deleted: See requests that have been deleted from your FMX site

Schedule Requests

Schedule_Request_Filters.png

Accessibility - You can select if you want to only see all private requests or all public requests.

Building – Filter the calendar by the building(s) you want to see requests for

Custom Field – Filter your calendar by the custom fields that have been filled out

Date Filters – Select the date range you want to see requests for (by due date) 

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

Ownership – Filter by whether a request is internal, outsourced, or your own (options vary based on user type access)

Payment Date – You can filter by the date that a payment was made for a request

*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

  • Overdue: See tasks that are overdue

  • Open: See tasks that are open

  • Completed: See any task that has been completed

  • Pending my immediate approval: See requests that are pending your approval

  • Pending my eventual approval: See requests that are pending your eventual approval

  • Pending other’s approval: See requests that are pending others approval

  • Pending estimate: See schedule requests that are pending estimates

  • Pending estimate acceptance: See schedule requests that are pending estimate acceptance from the requester

  • Pending Invoice: See schedule requests that are pending an invoice

  • Pending Payment: See schedule requests that are pending payment

  • Finalized and upcoming: See schedule requests that are finalized (approved) and upcoming

  • Finalized and completed: See schedule requests that are finalized (approved) and completed

  • Declined: See any request that has been declined

  • Canceled: See schedule requests that have been canceled

  • Deleted: See requests that have been deleted from your FMX site

Planned Maintenance Tasks

Planned_Maintenance_Filters.png

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

  • Overdue: See tasks that are overdue

  • Open: See tasks that are open

  • Pending assignment: See tasks that are pending an assignment 

  • Pending confirmation: See tasks that are pending vendor or user confirmation

  • Pending finalization: See tasks that have been resolved, but are still awaiting finalization

  • Completed: See any task that has been completed

Type – Filter the grid by a certain request type

 

Other examples of the updated FMX Filter options:

Users_and_Contacts_Filters.png

Resources_and_Locations_Filters.png

Inventory_Filters.png

Equipment_Filters.png

Transportation_Request_Filters.png

Purchase_Order_Filters.png

 Removing Filters

If you're having trouble locating certain requests, events, or other information on your FMX calendar or in your FMX grids it could be because you have a filter selected that is hiding the information you're looking for. 

You can see the filters that have been applied by looking underneath the Filter and Search bar:

Remove_Filters_1.png

To quickly remove all of the filters that are currently selected, click on the "x" attached to the filter button:

Screenshot_3.png

To remove filters one at a time, click on the "x" button next to the filter(s) you would like to remove:

Remove_Filters_2.png

Another way to remove filters is to click on the "Filter" button and choose "Clear Filter" at the bottom of the page:

Remove_Filter_3.png

 

For questions or inquiries, please contact the Customer Success Team by submitting a request to our Support Center!

 

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