To view the available filters, click Filter Menu from the menu bar, then click a filter from the list to view the options for it.
NOTE: When applying filters to a favorite, custom view, or custom search, do not save it as a new favorite. Favorites with filters applied from the Filter Menu do not currently support notifications.
Apply a Filter
You can apply multiple filters to your case view at a time.
To apply a filter:
- From the Favorites menu, select the case view you want to start with.
- From the Filter Menu, select the filter you want to apply.
- From the options that display, select the values you want to keep and unselect the values you don't want to keep. Selected options will appear with a green checkmark. Your case list will update automatically.
For example, in the screenshot below, the system will display any cases with a Waiting Auth of Open status, but it will not display cases with an Approved status.
Group Cases by a Filter
In addition to filtering your cases, you can also group your cases by a filter. Each option within the selected filter will make up a different column in your case view.
For example, if you group your cases by Fleet Status, three columns will appear. One each for Open, Waiting Auth, and Open.
NOTE: You can only group cases by one filter at a time while viewing them as cards.
To group your cases by a filter, select the favorite you want to start with, then from the Filter Menu, select the target icon to the right of the filter name you want to group your cases by. The selected target will appear green.