Custom Filters can now be applied to lists and reports throughout Maintenance Pro Web. You can utilize the new filtering system to help find list and report data that meets your specific criteria. Typing into the existing search box will help you to quickly find records that match your search query. However, if you are looking to perform a more advanced search using multiple data points, then we recommend setting up a custom filter.
A video overview of the Custom Filter feature can be found at this link: https://youtu.be/RTGWPUybdVo. This video is also playable below:
Create New Custom Filter
To start using this feature, click the filter icon located on the search bar.
If you do not have any filters setup yet you'll be brought directly to the New Custom Filter screen after clicking the filter icon. Otherwise, you can select the New option to create a filter.
Setting Up Conditions
On the New Filter screen you'll be able to choose from a list of data points to filter by. The fields available in the drop down list will depend on the screen or report you are filtering, as each part of the program will have its own specific data points.
Once you have selected a data point to filter by, there will be a second drop down box where a selection needs to be made. This represents 'how' you want your search value applied. Note that the drop down options will differ based on whether the data point is a string/text value or a strict numerical value.
In the example below, we are filtering by the equipment's Make value. We've set the filter to find results where the Make is exactly Equal to Ford.
This means the filter will hide any equipment where the Make is Ford1, F ord, Fo rd, etc. It needs to be an exact match if you use the Equals option.
Likewise, you can set the filter to Does Not Equal if you want to see a list of all equipment that does not have Ford for the Make.
Begins With and Ends With will attempt to match your search term with either the beginning or end of the Make value. When using a filter that says Begins With Ford will
Contains means that the word Ford must be in the Make somewhere. If the unit's make is ChevyFordChevy, because Ford is contained somewhere within the Make value, the unit will still appear in the filter results.
Likewise, Does Not Contain is looking for the opposite. Does Not Contain Ford means that our ChevyFordChevy Make will be hidden from the results as it does indeed contain Ford.
Here are examples of other drop down options for fields that are not string/text based. Dates will give an X Days option.
Numerical values will give you Less Than or Greater Than options.
Conditionals: AND / OR
You can add multiple criteria to the same filter by using the +OR and +AND options. We'll use our Equipment List custom filter to explain these.
Clicking the blue + OR button allows you to add a new OR condition. OR means that if EITHER of the conditions are met, then the result will appear. In the example above, equipment will show up in my filtered list if the make is either Ford or GMC. If it's neither of those then the unit won't appear in our list.
AND means that if BOTH of the conditions are met, then the result will appear. In the example above we're looking for equipment that has a Make of Ford and is also using Unleaded fuel. Both criteria must be met to show the result. If there is a Ford but the fuel type is Diesel, then it will NOT appear in these results due to using the AND function.
You can combined multiple AND and OR statements to make an advanced custom filter.
If you want to remove a condition, click the red X on the right side.
Save Custom Filter
Once you have made your selections, if you wish to save your filter to use at a later time click the Save Filter toggle.
If Save Filter is clicked, a box will appear where you can type a Name for your filter.
Once you click Save and Apply the filter will be kept for later use.
If this is a one-time or temporary filter that you do not wish to save for later use, you can skip the Save Filter step and simply click the green Save and Apply button on the bottom to immediately apply the filter.
Apply Previously Saved Filter
Any filters that have been saved will be accessible via the filter icon. Click the icon to view any Saved custom filters.
If you are immediately brought to the Create New Filter screen, then this means no previously saved filters are available for this particular screen/report.
Clear / Remove Filter
After creating a and applying a new custom filter, or choosing a previously saved filter, the results will show on the screen. The filter icon will also switch to a red color to show that an active filter is being applied.
To go back to your regular unfiltered results, click the red filter icon on the search bar to clear the filter.
Manage Saved Filter List
To edit or remove any previously saved filters, click the Filter icon and choose Manage.
Here you'll see a list of all your saved filters.
To edit an existing filter click on its name in the first column.
To quickly apply a filter to your current screen, click the blue Apply button on the right.
Click the red X on the right side to delete the custom filter from the Saved Filter list.