A Filter is a request, used to search for certain data based on defined criteria.
You can filter resources or events.
The general principle of a filter (resource or event) is as follows:
- A set of requests, grouped in “grouped conditions”,
- Each request includes:
- All the conditions for a group respecting the INTERSECTION or UNION of the group.
- We can group (or de-group) the grouped conditions together.
There are two types of named filter:
Named filters can be re-used by other functionalities:
- Favorite displays,
- Control totals,
- Events values,
- Events reports,
- Import, export and publication,
- Rights management,
- Free periods.
Filters may be combined. Therefore one filter can be defined as the condition of another filter.
A resource filter can be used as the criteria for:
- a resource filter,
- an events filter.
Right-click on a selection of events > Select > Filter the resources for the selection.
In the Events view, Gantt events view, Kanban events view
Right-click on a selection of events > Filter the selection.
In resource view
Right-click on a selection of resources > Filter the selection.
An automatic filter is a filter that is generated automatically for certain types of heading.
Automatic filters are accessible from the Menu Bar.
This functionality is used during the configuration of the heading itself.
Only those headings with a finite range of values, meeting the criteria of this type of filter.
The types of heading possible are therefore:
It is possible to select resources by clicking on (Choose) if the heading is a resource-type heading.
Triggering a filter
A filter is triggered by via the menu bar at the top of the screen.
The results of an applied filter can be seen directly in the view being used.
The following window appears and show where the filter is used in the planner:
It is then possible to directly modify the functionnality from this window.
If the filter is not used in any function, this message appears :