The fastest one is to type search string in the column header:
For some columns, you will be able to select values from the drop-down menu (for example, job status). For other columns, this filter could be disabled (this limitation applies to custom fields and to some default fields which are calculated on fly and not stored in a database). If filtering in the filter row is disabled, you can use filter builder to filter data in those columns.
However, if your search criteria is more complex, you can use extensive filter builder, which can be opened by clicking Filter button:
When you click here, filter builder will be opened below the table, where you can build filtering criteria using visual designer or manually by typing more complex filter criteria:
To correctly build a criteria, you have to understand how groups are working. Elements inside each group can be connected using AND or OR clauses. However, you may have multiple groups and elements inside each group may have AND or OR connection. Also, you specify logic between groups as well.
For each element inside a group you have to select a field, operator and value. Field could be complex - in this case, when you select complex field, second field will be displayed to select nested property. For example, PO Number or Amount are simple fields, because they contain simple text or numbers. However, Customer is a complex field, because customer has a lot of nested properties, like customer name, code, address, etc. This is demonstrated on the following screenshot:
If you select complex property (for example, Language pair), which contains nested properties, and then in the second field select complex property again (for example, Source language for language pair), then filter builder will display 3rd combo-box for selecting nested property for complex property selected in the 2nd combo-box. In this 3rd combo-box it is mandatory to select only simple properties. If you select complex property in this last combo-box. filter builder won't display additional combo-box. In this case, you have to type your filter manually in the Resulting filter field.
You can see that parent group has 3 elements:
- OR group
- Currency (EUR)
- Currency (GBP)
- Amount field
- Customer.Name field.
If to describe in words, this filter searches for job where amount is greater than 0, customer name contain Cap and currency is EUR or GBP.
Sometimes visual designer does not allow you to build more complex criteria. For example, you want to quickly view jobs from February, 2019. If to select Date field, operator combo-box won't provide an option to implement such search. However, this task still can be solved, but it requires to manually type the following criteria:
The result is correct:
To find out information with all functions available in the criteria editor, please follow this link.
Saving and re-using filters
If a filter string which you've built could be used later, it is possible to save it with a specified name and quickly apply it later when needed. To do this, click Save as button in the filter editor. Then, provide a name for a filter in a modal dialog. After saving a filter, it will be added to a filter list, and instead of filter editor you will just see filter string:
If you click three dots in the field with filter string, you will get access to the same filter editor via popup window. If you make any changes to a currently applied filter, saved filter will also be updated. Please remember this.
Additionally, when some saved filter is applied, you can quickly Delete it, Rename and just disable to view all data from a table.