Create Filter

This chapter describes how you can create a filter that is used to limit the information displayed (such as service orders or resources) in the planning board.

You can define three different filter types:

• Create Order Filter
• Create Resource Filter
• Create User Filter

Create Order Filter

This section describes how to create an order filter. This filter is used to limit the service orders displayed in the order selection area.

To create an order filter, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler Unassigned Events Filter Setup.
2. The page Scheduler Unassigned Events Filter Setup is displayed. The DEFAULT filter is already predefined by default.

   

   Figure: Scheduler Unassigned Events Filter Setup

3. To create a new filter, click on New in the menu bar.
4. Enter a code for the new filter to be created in the Code column.
5. Enter a name for the new filter to be created in the Name column.
6. To define the filter criteria, click on the displayed value under the Header Filter column.
7. The Filter Page window is displayed.

   

   Figure: Filter: Service Header

8. Click on the plus symbol under the Filter: Service Header tab if you want to define a filter criterion based on values from fields in the service header. In the following example, we create a filter for a customer so that you can filter for service orders from this customer.
9. From the drop-down menu that is displayed, select the Customer No. field.

   

   Figure: Customer No.

10. Enter the customer number or the customer name in the input field.

    

    Figure: Create a Filter for Customer's Orders

11. Click OK to create the filter.

You have created a filter. You can select this filter in the order selection area and thus restrict the view of the displayed service orders/worksheet. You can also assign this filter to a user in the system by default. For more information, see the section Create user filter.

Create Resource Filter

This section describes how to create a resource filter. This filter is used to limit the number of resources displayed.

To create a resource filter, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Service Scheduler Filter Setup.
2. The Service Scheduler Filter Setup page is displayed. The DEFAULT filter is already predefined by default.

   

   Figure: Create Resource Filter

3. To create a new filter, click on New in the menu bar.
4. Enter a code for the new filter to be created in the Code column.
5. Enter a name for the new filter to be created in the Name column.
6. To define the filter criteria, click on the displayed value under the Resource Filter column.
7. The Filter Page window is displayed.

   

   Figure: Filter: Ressource

8. Click on the plus symbol under the Filter: Resource tab if you want to define a filter criterion based on values from fields on the resource card. In the following example, we create a filter for a number of resources so that only these resources are displayed in the planning board after selecting this filter.
9. Select the No. field from the drop-down menu that appears.

   

   Figure: Ressource No.

10. Enter the resources (here: CONRAD|JANA|JANE|GEBHARD). Further information on filters and the available filter expressions can be found in the chapter Filter criteria and operators.

    

    Figure: Create Filters for Resources

11. Click OK to create the filter.

You have created a filter. You can select this filter in the view filter area and thus restrict the view of the displayed service orders/worksheets. You can also assign this filter to a user in the system by default. For more information, see the section Create user filter.

Create User Filter

This section describes how to assign one or more filter combinations to a user in the system by default so that this user is already shown a filtered view when they call up the Beyond Scheduler planning board.

To set one or more filter combinations for the planning board to be displayed to a user by default, proceed as follows:

1. Open the search field (ALT+Q) and search for the page Scheduler User Filter.
2. The Scheduler User Filter page is displayed.

   

   Figure: Create User Filter

3. Under the User ID column, enter the user for whom you want to store a filter combination by default.
4. Under the Scheduler Filter Code column, enter the resource filter to be used for the user. For more information on resource filters, see the section Create Resource Filter.
5. Under the Unassigned Events Filter Code column, enter an order filter to be used for the user. For more information on resource filters, see the section Create Order Filter.

You have defined a filter combination for the user. When the user opens the Service Scheduler page and wants to schedule service orders/worksheets, the view of the planning board is already filtered.