Saving Filters in Work Orders | FlowPath Help Center

Saving Filters in Work Orders

Create and apply custom filter sets and learn how to edit or delete filter sets as needed.

Download PDF → CreateandApplyFilterSetforAssignedInspections.pdf

Work Order Management with Saved Filter Sets

1. Introduction

   • New feature on work orders: saving filter sets for easier management.

2. Using Filters

   • In the work order module, use the "add filter" button to narrow down work orders.

   • Example: Filtering work orders assigned to you and inspection-generated ones.

3. Saving Filter Sets

   • After applying filters, save the set with a custom name (e.g., "my inspections").

   • This saved filter set can be quickly accessed later for the same filtering criteria.

4. Editing and Deleting Filter Sets

   • Edit filter sets: Change the name or criteria of a saved filter set.

   • Delete filter sets: Remove unnecessary filter sets to keep the list organized.

5. Conclusion

   • This feature aims to streamline work order management and save time on repetitive filtering tasks.

   • For any queries, reach out to the support team.

Introduction

New feature on work orders: saving filter sets for easier management.

Using Filters

In the work order module, use the "add filter" button to narrow down work orders.

Example: Filtering work orders assigned to you and inspection-generated ones.

Saving Filter Sets

After applying filters, save the set with a custom name (e.g., "my inspections").

This saved filter set can be quickly accessed later for the same filtering criteria.

Editing and Deleting Filter Sets

Edit filter sets: Change the name or criteria of a saved filter set.

Delete filter sets: Remove unnecessary filter sets to keep the list organized.

Conclusion

This feature aims to streamline work order management and save time on repetitive filtering tasks.

For any queries, reach out to the support team.