For account admins who would like to create or edit account filters, the filter manager tool is now available and can be found by clicking on the settings cog on the bottom left of your account homepage.

To create a new filter simply click 'Add a new filter' at the top right of the screen and a modal will open. Here you can add a filter name, select the filter colour (i.e. default, warning, alert), select whether to include only records in starred folders, whether to include archived records when applying the filter, and finally set the filter type(s).

Normally your standard account filters will include only starred folders and will exclude archived records.

When setting the filter type you can select from the following:

Normally filters will include only one filter type, however you can add more than one filter type in which case only records matching all of them will be displayed in the filter.

Most accounts will include filters for records that are Due or Overdue their inspection. You can add more inspection filters possibly in combination with e.g. tags to display only records which have a particular tag and are due for inspection.

To set an inspection filter, select 'Inspection' from the dropdown and check whether you would like to apply the filter to records where an inspection is due or overdue and then set the type by clicking on the tickbox to the right.

Your account will probably have filters for each of the states available in the account. However, you can add State filters for any new states you have added or in combination with other filter types.

To create a state filter, select 'State' from the dropdown and from your state dropdown select the state of a record you would like the filter to be applied to (eg. if you select missing, the filter when applied will show all records in the missing state) and then set the filter by clicking on the tickbox to the right.

To create a tag filter, select 'Tags' from the dropdown and then select one of your account tags from the Tag dropdown list, this will mean the filter when applied shows only records with that tag. Again set the filter by clicking on the tickbox to the right.

Once you have added the filter type(s) click 'Save Changes' at the bottom of the window to save the filter and simply refresh your browser to view it on and start using in your account.

To edit an existing filter find it in your list and click 'Edit'.

The same modal will appear and you can edit the filter name, filter colour (ie default, warning, alert), select whether to include only records in starred folders, whether to include archived records, and finally edit, add or remove filter type(s).

Once you have finished editing your filter click 'Save Changes'.

Please note that you cannot currently add/edit any advanced filters and will need to contact support to do this.

See related articles:

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