Sorting and filtering tools The "customize" taskbar link Basic sorting and filtering OpenAir.com provides several tools to help you sort and filter your company's dataset. In addition to the A-Z/Z-A sorting icons that appear when you click on a table’s column heading, many table headings also include a drop-down filter that contains a set of filter parameters. Some drop-downs come pre-populated with choices appropriate for the column item; other column drop-downs, such as those for clients and users, are populated from your company’s dataset; and some permit simple "filter by starting letter or number" sorting. Advanced filtering Companies with larger datasets can use the Advanced Filter feature. A list will be filtered according to the filter currently displayed in the drop-down list box that is located above and to the left of the lists in the application. To create a new filter, select "> Create a new filter" from the drop-down list box. In the pop-up dialog box, name the filter, and then set up the filter criteria. Select the list column(s) you want to filter and parameter definition(s) from choices in the drop-downs. Enter appropriate value(s) for the kind of parameter you have chosen. Add as many filter parameters as needed to efficiently sort your data. Click on "Save." This filter will now be in effect and the list will only display the records that match the filter's parameters. Note: You do not have to name the first filter. If you do not give it a name, it will be displayed as "(unnamed filter)" in the filter drop-down list box. If you are creating more than one filter, it is recommended that you name them appropriately. To switch from one filter to another, select the filter desired from the drop-down list box. To turn off a filter and display the unfiltered list, choose "No filter" from the drop-down list box. To edit a filter, select "> Edit an existing filter" from the drop-down list box. In the pop-up dialog box, select the filter you want to edit. Make your changes and click on "Save." To delete a filter, select the "> Edit an existing filter" from the drop-down list box. In the pop-up dialog box, select the filter you want to delete. Click the "Delete" button. To rearrange the order of items appearing in a list, click on the "customize" link that appears in the bottom gray taskbar. Use the "List layout" picker list dialog to select and order the columns to display on the list. The list will display the columns in the "Selected Items" list in the order they appear (top to bottom). (Note: The "customize" feature is not available for all pages.) The "Available Items" list shows all the possible items. The "Selected Items" list shows all the selected items. Use the buttons at the bottom of the lists to move items between the lists. Click an item in the "Selected Items" list and then use the up and down arrow buttons adjacent to the "Selected Items" list to change the position of the selected item. There is an option to show hours booked in the Resources module in the Project list view. To enable this feature, please contact OpenAir support. When you are finished selecting and ordering, click on "OK." |