Filters and Quick Filters
Let’s take a closer look into the filters. Once we expand the Filters option we are prompted with a new portion of dialog box. The selectable fields are being pulled from the Project Settings that have already been created. If there are no available fields and you have access to the Project Settings click here to be taken directly to that portion of the user manual.
Available filter fields:
Title: This allows you to type in the title, or name, of the issue you’re looking for. This is why nomenclature of the issues can play a large role in the filtering process.
*Description: Offers the ability to search from one or more words (Note that the search works with the words written EXACTLY the same as in the issue).
Priority: A selectable field based on the inputs found in project settings. You can add multiple conditions here. If you need to remove criteria simply click the little ‘x’ n the criteria bubble.
Phase: A selectable field based on the inputs found in project settings. You can add multiple conditions here.
Author: Selects the email address of the author of the issue.
Assigned to: Selects the email address of the person assigned to the issue.
Status: Selects the status of the issue. You can add multiple conditions here.
Discipline: Selects the label of the issue. You can add multiple conditions here.
Teams: Selects the team issued.
Types: Selects the type assigned to an issue.
Zone: Selects the zone assigned to an issue.
Issue Group: Allows the user to select the clash detective group (from Navisworks).
Creation date: Allows the user to select a set of days where issues created between those days are filtered.
Due date: Allows the user to select a set of days where issues due between those days are filtered.
Display: Allows the user to specify how many issues per page they’d like visible.
Sort by: Allows the user to sort the filtered issues by number, phase, status, zone, etc.
Sort direction: Allows the user to sort the filter issues by ascending or descending order based off the issue number.
It is VERY important to remember that if an issue you’re looking for is missing criteria in the issue itself and that field is filled when using a filter, it can be filtered out.
If you select the same criteria several times in a week, we have the option "Quick filter" to help you, this option automatically fills the fields of the desired criteria. Fill the fields you want to save, then click on "Quick Filter". A window will open on your right, so you can type a name and create a new template.
Note that you can create a "Shared" template (so that all users in your project have access to your quick filter) or "Default" (that the filter is applied by default when you open the page). Both have the word Door in the issue title so I’ll type that into the Title field. Both are set to low priority, so I filter that in to the Priority location and click Apply.