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How do I filter items by specific attributes using Custom Filters?

What are Custom Filters?

Custom Filters help you sort through items based on specific attributes. By allowing you to quickly organize information relating to items, dates, vendors, and the like, they can help you save time and streamline the management of data relating to your operations.

All items – whether assets, asset stock, or inventory – can be sifted through using custom filters. To set these up, go to Items and click the ‘Custom Filters’ button highlighted below. Choose ‘Create New’ from the overlay to begin setting up a filter..

Locating Attributes

You can fill this overlay out to reflect the Custom Filter you’d like to set up. In the ‘Filter Options’ dropdown menu, you can choose the attributes you’d like to be able to sort by. Scrolling down to the bottom shows you any Custom Fields you might have set up from More ➝ Custom Fields, as shown below.

Setting Up Custom Filters

You can now name your filter and choose to make this option available to different groups of people (i.e. admins and staff users) using the corresponding checkboxes.

Selecting ‘equals’ on filter options will show you values that are an exact match to your custom filter. ‘Contains’ will bring up values that not only are an exact match but are also closely related to your custom filter. For example, ‘color equals yellow’ brings up yellow on its own, but ‘color contains yellow’ will bring up all variations of colors containing the word yellow.

For figures, timelines and quantities, you can choose to sort items based on whether they are greater than or less than a specific number.

You can create a straightforward filter, such as ‘Group equals AV Equipment’. You can also hit ‘Add Filter’ to add multiple filters to one filter category. For example, to see all AV Equipment in Carlisle that needs maintenance, you can set up the filters as follows:

Custom Filters in Action

Once you have chosen the filters you want, click on ‘Create Custom Filter’. You can now use this filter through the Filter dropdown in Items:

Editing or Deleting a Filter

You can edit or delete Custom Filters by once again clicking on the Custom Filters button, opening the Custom Filters list to take action on specific filters.

Posted in: Custom Filters

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