Filtering the Work List
The Filter button allows you to filter your list by the varying fields of data on your site.
By default, Completed and Canceled points will not show in the main work list but can be seen when selecting ‘Completed’ and ‘Canceled’ through the filter menu.
Selected filters are shown on the main work list page above the work list.
To filter your work list, click the 'Filter' button above the work list table:
When filtering points by tags - either including or excluding points with tags - you can select one tag, multiple tags or combine tags by using the tick box.
Continue scrolling down the filter menu to select Custom Fields by which to filter.
The filters will apply automatically as you make changes.
Click 'Done' to close the Filter menu or 'Clear all' to show the full work list again.
Filters will remain in place until closed out, even if you swap between different work list sites. Filters will be cleared when logging out or selecting 'Clear all' in the filter menu.
Note: Text custom fields are not included in the Filter menu.
Search Box
Quickly search for a specific word or number in all columns of the point table using the keyword search box on the right side of the header.
Enter the word, number or phrase, then press ‘Enter’ on your computer keyboard to search or tap the tick or return icon from mobile browsers. A list of any points related to that search will appear highlighted in blue in the work list table.
To clear the search, click the ‘x’ in the corner of the search box and the full work list will populate.
Note: Comments are not included in the keyword search functionality at this time.
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