Support Center

Custom Filters

Last Updated: Jun 01, 2017 03:01PM CDT
You can filter the workbench in virtually any way you wish.  To create a custom filter, select "Quick Filters" and "Create New Saved Filter." 

First, name your filter and select if you want to share the filter.  If you share the filter, everyone else in your company will also be able to use it.

Now, add your filter terms.  Note that these terms must ALL be true for the filter to show the record.  So, if you do a filter for "Start Date is in the next 7 days" and "For Delivery is True" it would only show you records that match both of those criteria.

Some common filters:

Start Date is in the next 7 days and For Delivery is True
Due Time is in the next 7 days and For Delivery is True
Items Contains <the name of a popular inventory item>
Status is Quote and Start Time is Tomorrow

If you have created a custom filter that you now want to delete or change, it's easy to adjust them.

Click the Quick Filters button on the page that you want to adjust.

This will drown a list of filters.  Click the edit icon next to the one you want to edit.

Make your changes or click Delete to remove it.

Hit "Save" and you're done.

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