Contracts - List of All Change Orders - Settings - Default Filter
Updated
Suggested Prior Reading
Contracts - List of All Change Orders - Overview
Contracts - Accessing List of All Change Orders
Contracts - List of All Change Orders - Layout and Navigation
Contracts - List of All Change Orders - Settings
Default Filter
The list of all Contracts Change Orders can be filtered by Contract Change Order Status(es) i.e. so only Contract Change Orders with certain Status(es) display.
This is the Default Filter that is applied each time the form is opened.
This Status(es) filter can also be changed dynamically on the List of Contract Change Orders as required. This is a temporary change and won’t be saved for the next time the form is opened. See Contracts - List of All Change Orders - Search and Filter.
To set the Default Filter
- From the Contracts List (see Contracts - Accessing List of All Change Orders), click on the Related Settings
button.
The Change Order Settings form displays.
General User Settings is where the number of Default Filter is set.
- Click on the Default Filter drop down box in the General User Settings.
The list of Contract Change Order Statuses are displayed.
- Click on the Status to apply as the default filter. A checkmark appears next to the selection. The drop down list remains displayed.
- To add more than Status to apply as the default filter, click on additional filter options. Each will have a check mark appear next to it.
- Click on a Filter Option again to remove the check mark (if required) or to reset the filter back to none, ensure all check marks are removed.
- When the selections are complete, click anywhere outside of the drop down to exit the drop down list.
The selected items will show as the drop down title and the selection displays in the drop down box in black writing (to indicate there is a filter selected and what the filter is).
If the drop down title is in grey writing it indicates there is no filter selected.
- To change the default number of rows to display, see Contracts - List of All Change Orders - Settings - Rows per Page.
- To set the columns which display, see Contracts - List of All Change Orders - Settings - Turn On/Off Columns.
- Click the Save
button to save the changes.
OR
Click the Close
button to exit the form without saving the changes.
