Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Logo

Produced by Virage Group

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Home/General
Home/General
/My account
My account
/exchange
exchange
exchange

exchange

Description

Configure your exchange filters.

theme
Private filters
‣
Table of contents
  • Private exchange filters
  • Creating and modifying a private exchange filter
icon
Filter

A filter allows you to display only certain data, according to certain criteria. These criteria are specific to Project MonitorProject Monitor. A user can set the default filter selected when logging in. There are two types of filter: static and dynamic.

  • static filter A list of objects set manually by the user, which only changes if the user modifies it. This is a saved filter.
  • dynamic filter a list that automatically updates itself according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria.

Filters can be :

  • Private: visible and usable only by their creator.
  • Public: accessible and usable by all platform users.

Private exchange filters

List of private exchange filters for logged-in user
List of private exchange filters for logged-in user

Going public

Allows you to transform the private filter a public filter.

🚦

Rights required : Creation of public exchange filtersCreation of public exchange filters

exchangeexchange

DeleteDelete

Allows you to delete a private filter.

Mass deletionMass deletion

Allows you to delete multiple private filters at once by selecting them.

Set as default

Allows you to set a private filter the default in the filter list.

A small tick will appear on the line of the filter set as default.

💡

It is possible to remove a default filter when you want to apply a filter to a screen (list of projects, resources, tasks, or exchanges). The default filter will reappear the next time you log out/log back in.

🚦

Required permission: No specific permission is required to create, edit, or delete a private filter.

Add

Allows you to create a new private filter.

EditEdit

Allows you to modify an private filter .

FilterFilter

image

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

🚩
Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
‣
This list of private exchange filters can be filtered using a filter criterion:
  • ContainsContains

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Creating and modifying a private exchange filter

This screen lets you create and modify a private exchange filter (accessible only to the user who created it) and view the projects affected by this filter, whether dynamic or static.

Private exchange filter modification screen
Private exchange filter modification screen
🚦

Required permission: No specific permission is required to create, edit, or delete a private filter.

Here are the fields found in this screen:

‣
WordingWording

Enter a clear label: this is the field that appears when you want to select a filter to apply.

‣
CodeCode

Codes are generally entered in uppercase letters and with underscores (_). It is important to enter them because they can be helpful if an error occurs.

‣
DescriptionDescription

Enter additional information in this field to describe your filter.

‣
StaticStatic

If you check this box, you will need to select specific exchanges from the list. The exchanges will not be selected based on their criteria.

‣
CriteriaCriteria

This field will not appear if the checkbox StaticStatic is checked. By editing this field, you can modify one or more criteria. The exchanges that meet these criteria will then be displayed using this filter. The criteria are based on attributes. This filter is therefore flexible: the attributes of the exchanges can be modified.

‣
SelectionSelection

This field will appear if the checkbox StaticStatic is checked. By editing this field, you can select exchanges from the list of all exchanges on the platform (in a panel).

🚩

It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.

View

By clicking on this button, a list of exchanges corresponding to the selection/criteria defined appears at the bottom of the screen.

Copy to private filter

Allows you to copy the criteria of a public filter and create a new private filter. When you click on this button, a window appears. You will be able to change the name of this new filter from public to private, i.e. accessible only to you. The new filter will use the same criteria as your public filter.

image

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

DeleteDelete

Allows you to delete a private filter.

SeehistorySeehistory

Displays a list of modifications made to this filter by all users.

Stocks are sorted from the most recent to the oldest date.

image