Filtering Jobs
Ron selects a filter to narrow down the overview based on predefined criteria or criteria he has saved after an advanced search. The filter menu allows him to display only jobs in a certain processing status or, if he has previously saved his own filter for this purpose, only jobs that belong to a specific customer.
In the Jobs drop-down list at the top left, you can access various filters for restricting the job overview according to predefined criteria.
Three groups of filters are available in the menu for selection:
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: The search criteria of the , e.g. Jobs I Participate In or My Finished Jobs, are predefined automatically and cannot be edited. For more information, see Standard Filter.
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: This allows you to save an advanced search and publish it to everyone. This gives other users the possibility to use the same filter as you. For more information, see Public Filter.
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: This allows you to save your search results from an advanced search and store them as your own filter, so that you can access them quickly in the future and do not have to re-enter complex search queries. For more information, see My Filters.
To the right of the search field are additional filters that can be used in combination with a filter view or the result of a simple search.
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If the system variable Categories is present and maintained on the data sheet, you can filter for jobs with specific categories. For more information, see Filtering by Category
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To display only specific job types, the filter menu Filter by type is available on the far right. For more information, see Filtering by Type