Saved filters are a great way to easily access specific data in either the calendar or module grid view. Please follow the steps below to learn how to use this feature.
From the Calendar
1. Click on the Filter button.
2. Apply the desired filter(s).
The most commonly used filters such as Status (Open, Completed, etc.), Building, and Assigned to (user the request is assigned to) are set at the top of the filter menu.
3. To save an applied filter, click the Save Filter button at the bottom of the filter menu.
4. Name your saved filter and click the check mark to save.
5. Once you have saved a filter, it will appear in your saved filter list. Click on the Saved icon button to access your saved filters. Click on the saved filter to apply it to the calendar.
6. To remove a saved filter from the list, simply click on the trash can icon.
From the Module Grid View
1. Navigate to the module on the left-hand menu.
2. From the grid view, click on the Filter button.
2. Apply the desired filter(s).
The most commonly used filters such as Status (Open, Completed, etc.), Building, and Assigned to (user the request is assigned to) are set at the top of the filter menu.
Date range filters such as Created Date, Due Date and Resolved Date can be found at the bottom of the filter menu.
3. To save an applied filter, click the Save Filter button at the bottom of the filter menu.
4. Name your saved filter and click the check mark to save:
5. Once you have saved a filter, it will appear in your saved filter list. Click on the Saved icon to access your saved filters.
Click on the saved filter to apply it to the grid view.
6. To remove a saved filter from the list, simply click on the trash can icon.