Quickly Locate Data with Custom Filters in Data Entry Screens
In FaciliWorks 8i, every data entry form has a Quick Filter that allows you to quickly locate the records you need. The default fields in the Quick Filter might not be exactly what you want right off the bat, but it's quick and easy to define your own filter fields.
In the Data Administration -> Assets form, click the Quick Filter icon:
The default fields in the Quick Filter are Asset Description, Asset ID, Asset No, Asset Warranty, Priority and Status, though these may differ depending on your software version. To customize which fields are presented here, complete the following steps. You must have administrator rights.
Navigate to the Configuration -> Admin Settings -> Advanced tab and locate the Entry Form area.
In this example, we want to change the Quick Filter for Assets, so click the Define Pre-filter link that corresponds to the Assets form:
The ensuing window displays the list of all fields available for the Quick Filter (cropped here for size). Check the checkbox that corresponds to each field you want; uncheck fields you do not want. Please note that if you are using FaciliWorks 8i with Calibration, this list will include fields for gage records as well as asset records.
Scroll to the bottom of the screen and click Save; close the Pre-filter Criteria for Assets window and you are returned to the Advanced tab.
Navigate back to the Assets -> Information tab and click the Quick Filter icon. The filter window opens and now displays your selected fields.
If so desired, you can have FaciliWorks 8i automatically display the Quick Filter (as opposed to displaying the records) when opening a data entry point, like Assets. To do this, navigate to Configuration -> Global Settings and in the Form Options section, select Use Pre-filter for the appropriate form:
We encourage you to explore the additional capabilities of your FaciliWorks software and as always, keep an eye out for future Tech Tips.