Setting global and default user filters on boards
On the All Jobs Board, Pre & Production Boards, Job Sections Board, Imposition Board, Sales Order Board, Dispatch Board, General Ledger Accounts Board and Invoice Board, filters can be created and made available to all users by a user with the ‘Admin’ role.
Any user with access to the above-mentioned boards can create and save their own custom filters and set their own default filter.
Users with the Admin role have the option to share the saved filter with all staff and set it as the staff default filter.
A default filter will be applied every time the board is opened.
A default shared filter will only be applied if the user has not set their own default.
The ability to set up filters available to all staff is restricted to users with the Admin role only.
The saved filters are created by selecting the filters to display the relevant options on screen. Adding a new filter will use the currently applied selections in the saved filter screen.
After selecting the above status’s and clicking the ‘+’ to add a new filter, the following screen appears with all the selected filters shown…
All the Proof, Outsource and Invoice status are selected, meaning that whatever Proof Outsource or Invoice status the job is at, it will not be restricted from the filtered list.
Note, this has the same effect as not selecting any of those status – they are simply ignored.
The filter below will return the same jobs as the one above…
The filters shown above are for a user with the Admin role, and they have the option to set the filter to be available to all users and whether it is to be the ‘Default’ filter applied when the board is opened.
The switches change depending on the options selected.
This creates a new filter for the current user…
Enabling ‘My Default’ ensures this filter opens FOR THE CURRENT USER…
When ‘Share with Staff’ is selected, a global icon appears to the left and the filter appears as a selectable filter for all users with access to the board…
Finally, with the ‘Default for Staff’ set, this will be the filter that loads when the board is open…
Screen Loading Filter Priority Order
-User Default Filter (if it exists)
-Staff Default Filter (if it exists)
-Filters as applied when the screen was last closed by the current user.
When there are no user filters set as ‘Default’ the board will open with the same filters selected as when the board was last closed by the current user.
When there is a ‘Default’ view set, the system will use them (user default 1
st
preference, staff default 2
nd
preference).
When viewed from the board, user defined saved filters have no icon next to them…
Filters created for all staff have a small ‘Globe’ icon next to them.
The Default filter has a star next to it…
In this example if the ‘Job Finishing’ filter is edited and the ‘Default’ switch turned off, the global ‘Preproduction’ filter is applied as it is a default for all users.
The default appears at the top of the drop-down selector, followed by the Users filters (alphabetically) with the Admin defined Global filters rounding off the list.
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