The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout.
If you’d first like to take a step back and learn more about the concept of Cards in DocBoss, here are some resources:
Creating Cards with Custom Equipment Lists
How To Upload Multiple Sheets For Manual Cards
Creating A Temporary Card In DocBoss
Move History And Active File To A Different Card
Now let’s get to the topic at hand: Filtering the card list in DocBoss
The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout.
There are different areas of the screen for different types of filters. The sections are called out below:
- Keyword search: a quick text search option
- Filter sets: save your filters as presets for later use (including on other projects/by other users)
- Date and non-column filters: any filter options located outside of the grid
- Column filters: filter by specific columns where they appear in the grid
- Page selection: select grid page and choose how many rows to show per page
- Search modes: Used to toggle between Auto and Manual search. Manual search is useful if you are working with a very large card list and notice slow loading speeds. With Auto search, each filter gets applied as soon as the user clicks anywhere else on the screen. With Manual search, the user must select the Search button to apply filters.
Using filters
Different types of information are filtered in different ways, described below. Once applied, filters will be visible above the grid:
If there are more active filters than can fit in a single row, an expand arrow will appear. Selecting it will display the full list of filters:
Date and non-column filters
Click on the Date and non-column filters option to filter by due dates, visibility, sub-supplier, submittal, compilation, or tagged units.
Column filters
Many grid columns have filtering options directly below the column header. Users can type ahead to filter (1) or select one or more options from the dropdown that appears when the box is selected (2).
Save filters (with filter sets)
Created filters can be saved for future use across other projects and for other users, or they can be saved for a specific project only.
To save the current set of filters, click on the plus icon (+) next to the Filter set dropdown.
Add a name, choose display options, and save.
To make this filter set available for other users, click to enable Public filter set.
To make this filter set available on all projects, click to enable Display on all projects.
To use a filter set, select it from the Filter set dropdown:
If a filter set is selected, the icons next to it can be used to save as new, save (update existing), edit name and view options, or delete:
