WS User Guide

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How Filters and Group By options work ?

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Every form has a search and filter options placed in the top right of the form.

 Remove the default filter to show all records.

Option 1

Search box allow the user to type and apply filter.


Option 2

There are pre set filters as well as user can filter the record with any filed in the form 

 


Option 3

User can arrange the data grouped by any of the fields in the record.

  1. Task can be grouped by Projects
  2. Task can be grouped by Assignee
  3. Task can be grouped by Status
  4. Project can be grouped by Type
  5. Project can be grouped by Manager

Option 4

User can set default view after applying filters and group by options using the Favorite Menu.


Step 1: Apply desired filters to the form. (Multiple filters can be applied in a form)



Step 2:  Open Favorites Menu and provide the name. 

    1. Use by Default :- Option to apply the filter while opening the form always.
    2. Share with all users :- By selecting this all users can see the custom filter created by you and can be used to filter the data.

If you are not selecting any option, filter will be private and can be applied whenever required.


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