Change Requests - List of all RFQs - Search and Filter
Updated
Suggested Prior Reading
Change Requests - List of all RFQs - Overview
Change Requests - List of all RFQs - Accessing
Change Requests - List of all RFQs - Layout and Navigation
List of all RFQs - Search and Filter
The RFQ List can be searched and/or filtered to narrow the list.
There are options to:
- Enter Text to Search For
and/or
- Filter the list by Status
Multiple selections can be made for the Filter (i.e. multiple Statuses can be selected). If more than on Status is selected, then it is an OR relationship between Statuses. (i.e. display if “Draft” OR “Approved”).
If search text is entered and filter(s) applied, an AND logic is applied: it must match the search criteria AND at least one of the status filters set.
There is also a Clear Filters button to quickly remove any search criteria entered and to reset the Status Filter to the default settings.
This search and filter are temporary settings applied while the RFQ List or the Change Request List is displayed (i.e. the lists can be switched back and forth to and the search and filter is saved). Once the Change Request List or the RFQ List is closed and re-opened there will be no search criteria or filters applied.
Enter Text to Search For
- Click in the Search box and type in the text to search for.
All of the columns are searched except for the RFQ Number column. Text, dates and amounts can be searched.
As characters are entered, the list updates to show only those RFQs that match what is entered (so partial searches can be entered).
The search criteria has to be in the same format as column; for example "7,500" (with the comma) and not just "7500". Because the system does partial searches, the $ for a value does not need to entered, but can be. For example, either "7" or "7," or "7,5" or "7,50" or "7,500" or $7,500" or "7,500.00" or "$7,500.00" would fine a Change Request with $7,500.00 in a value column.
Dates need the slashes such as "09/01". The item would be found as well if "09" or "09/" or "09/1" or "9/1" or "9/10" or "9/1" was entered.
If the Company/Contact was not entered, the word "Nobody" appears in the Assigned To. This can also be searched, i.e. to find all RFQs not yet assigned to a Company/Contact, search for "Nobody".
To find RFQs for a certain Change Request, the Change Request Number can be entered in the search text (either partially or the full number using the Number Format specified). In the example above, to find all Change Requests for a certain Contract, enter "CR-7133-0001" to find the Change Request (or a partial entry of that) but entering "CR71330001" will not find the Change Request. For more on the Number Formats, see Settings - Change Requests - Change Request Settings - Number Format.
Filter the List by Status
- Click on the Filter drop down.
- Click on the Status. A check mark appears to the right of the selection.
As Statuses are selected, the list updates to show only those Change Requests that match what is selected.
As the list updates, the list automatically expands to show the Schedule of Values Line Items for the Contracts that match the Search. - Click on more than one Status if required. A check mark appears to the right of each selection. The list updates to show only those Contract Change Requests that match what is entered.
- Click on a Status with a check mark to toggle it off (the check mark is removed).
- Click outside of the Filter box when the filters are set.
The drop down list disappears. The filters currently applied display in the filter box.
Clear the Search Criteria and reset Status criteria to the default
Click the Clear Filters 
button to remove any search criteria entered and to reset the Status Filter to the default settings (see Change Requests List - Settings (Grouped List View) to see or change the default settings.).
More Information
Sort the columns on the list of all RFQs, if required, see Change Requests - List of all RFQs - Sort Columns.
Next Steps
View an RFQ (to then edit it, update the status, submit a response or send to Vendors or Subcontractors), see Change Requests - List of all RFQs - View/Edit.
Delete an RFQ, see Change Requests - List of all RFQs - Delete.
