Using View Filters

You can define which records you want to display in a view using the View Filters pane. The filters that are available vary depending on the type of view you select.

Note: If the View Filters pane does not display in Workstream, select the Filters check box in the Show/Hide Panes section of the Views ribbon to display it.

To set view filters, do the following:

1. Click Projects under Workstream on the Application Links tab in Dashboard.
2. Do one of the following:
   • To set filters for an existing view, double-click the view in the Navigation pane.
   • To create a new view, right-click the Navigation pane and select New View. You can also click New View in the Manage group on the Views ribbon.
3. In the View Filters pane, select the View Type.
4. Select the client to filter on, if necessary.
   1. In the Identifiers section, click thebutton next to the Client field, and then select to choose clients by client name or client ID.
   2. Change the operator from equals to does not equal if needed.
   3. Enter text in the box to display the top search results. As you type, matching clients display. A search phrase of up to three words lists all search results that contain the search phrase.

   Example: The search phrase Jon Tyler can list Jonathan Tyler or Tyler Jones in the search results.

   4. Select the client name or ID once you see it.
5. Set filters for other categories and fields as needed. Some filter fields allow you to select an item from a the Keyword list to enter a variable value in the filter. See Keywords below for more information.
6. Click Go to display records matching your selected criteria in the grid.

Note: To return the view filters to their default values, click Reset.

Keywords

You can use keywords to create flexible views. Keywords are terms such as, (Is blank) or (First day of this month) and prevent you from needing to constantly redefine the search for new information.

Keywords are available in the filter lists or by clicking the keyword button for date fields; however, they are not available for filters with text boxes. Date keywords calculate based on your system's current date.

Project search examples using keywords.

View Contains	Field	Operator	Keyword
My projects due this month	Role/Assigned File Holder Any assignment Statutory Due Date	equals equals equals Between	(Current User) (Current User) (Current User) (First day of this month), (First day of next month)
My projects ending today	Assigned File Holder Planned Finish	equals equals equals	(Current User) (Current User) (Today)
Unassigned Working from the Pool projects	File Holder	equals	(In the pool)
Unassigned projects	Assigned	equals	(Is Unassigned)
Projects needing to be rolled forward	Rolled Forward on	equals	(Is blank)
Projects completed last quarter	Actual Finish	Between	(First day of last quarter), (First day of this quarter)

Workstep search examples using keywords

View Contains	Field	Operator	Keyword
My worksteps due this week	Assigned Due Date	equals Between	(Current User) (First day of this week), (First day of next week)
Worksteps to be completed this month	Planned Finish	Between	(First day of this month), (First day of next month)
My worksteps scheduled to begin this week	Assigned Planned Start	equals Between	(Current User) (First day of this week), (First day of next week)
Unbudgeted worksteps	Budget Hours	equals	(Is blank)

Form search examples using keywords

View Contains	Field	Operator	Keyword
Forms due this week	Statutory Due Date	Between	(First day of this week), (First day of next week)
My forms	Role Assigned	equals	(Current User)
Milestone dates this month	Milestone Date	Between	(First day of this month), (First day of next month)
Unassigned forms	Role Assigned	equals	(Is Unassigned)