Each Material can have an unlimited number of filters.
Filters allows you to add fields with preset values. For example, a filter called Status could define whether a Project or Task is open or closed.
On items listing page you can filter the listing using the filter values. On reports you can use filter values to sort information.
- Default Sorting
Listing will be sorted using this field.
- Common Filter
You can create a Filter that can be used for more than one Material.
- Allow filter items in listing
If you set this option then you can filter items in listing using this Filter.
- Display in Comments
If you set this option then the Filter will be displayed on the Comment form. This allows you to update its Value as part of adding a Comment.
Filter Value Options
This Value will be selected by default when adding an item for a Material.
- Default Filter
Items in the Material listing will be filtered by this Filter Value
Use this background color when items in the listing have this Filter Value
- Sort Order
Control the order of the Filter Values
- Drop-down list
- Radio buttons
- Boolean (Yes/No)
- User List (Drop-down)
- User List (Multiple Drop-down)
- User List (Checkboxes)
- User List (Radio buttons)
User List filters are a special Filter. Once we add it to a Material, it means we can configure user access to Material and Material's items. Also users will get email notification if we assign user to an item.