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Adding Conditional Options to Work Order Filters
Adding Conditional Options to Work Order Filters

Adding Conditional Options to Work Order Filters

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Written by Jamal Rahal
Updated over a week ago

Mobile:

  1. To create Work Order Filter:

    • Go to Work Orders tab

    • In top right corner, click Filter icon

    • Type search keyword, click My Filters, or Filter Work Orders by: Assigned to, Due Date, Location, Priority, or click + More Filters to select by: Work Order Type, Category, Status, Requested by, Asset, Asset Type, Vendor, Part, Procedure Flags, or any custom fields added to Work Orders

  2. To add Conditional options to Filter:

    • Select additional filtering conditions from drop-down options: One of, None of, Is Empty, Is not empty, or Due Date for date-related filters

  3. In top right corner, click Done

  4. In bottom right corner, click Apply

  5. View filtered Work Orders

Web:

  1. To create Work Order Filter

    • Go to Work Orders tab

    • Filter by Assigned To, Due Date, Location, or Prioirity, or click + Add Filter to select additional filters from drop-down menu

      • Additional Filters include: Asset, Requested by, Status, Category, Work Order Type, or any custom fields added to Work Orders

  2. To add Conditional options to Filter:

    • Select additional filtering conditions from drop-down options: One of, None of, Is Empty, Is not empty, or Due Date for date-related filters

  3. Click Apply

  4. View filtered Work Orders on left as Filter options are selected

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