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How to filter your calendar/grid view to see exactly what you want

Soon, all FMX customers will see some changes in how they filter for data in their Calendar and Grid views! This update will allow customers to even more conveniently find what they're looking for, in a more organized fashion. 

Some of these changes consist of:

  • A singular form that organizes all filters in one place

  • Drop down menu options for easy selection

  • Multiple date range options

  • More accessible Custom Field selection

  • Increased mobile friendliness 

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

Maintenance Requests

Screen_Shot_2018-07-24_at_12.49.29_PM.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

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

Screen_Shot_2018-07-24_at_12.51.14_PM.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:

Screen_Shot_2018-07-25_at_8.04.14_AM.png

Screen_Shot_2018-07-25_at_8.03.25_AM.png

Screen_Shot_2018-07-25_at_8.02.55_AM.png

Screen_Shot_2018-07-25_at_8.02.26_AM.png

Screen_Shot_2018-07-25_at_8.01.40_AM.png

Screen_Shot_2018-07-25_at_8.00.37_AM.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:

Screenshot_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:

Screenshot_2.png

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

clear_filter.png

 

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

 

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