Resource

Description

Configure public resource filters.

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Public filters

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Table of contents

Filter

A filter allows you to display only certain data, according to certain criteria. These criteria are specific to Project 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 updates automatically according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria. notion://custom_emoji/a24e5d14-db71-48bb-8066-1fd12a27b0c5/12a00e20-3c68-8063-ba13-007a6401ff44List of filter criteria

Filters can be :

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

List of public resource filters

List of public resource filters on the platform

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Rights required :

Consulting public resource filters

Filter the list of public resource filters

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This list of public resource filters can be filtered using a filter criterion:

Click on Register to apply the filter and Close to return to the list.

This screen lists the platform's public resource filters. You can create them, modify them, set them as default...

General actions

Add ➡️ Creating and modifying a public resource filter

Edit ➡️ Creating and modifying a public resource filter

Filter ➡️ Filter the list of public resource filters

Sort

Button name	Description
Set as default	Sets a resource filter as default in the list of resource filters. A small check mark will appear on the line of the filter set as default. Right required Modification of public resource filters 🚨 This filter will be default for the user who configures it as such. It can be modified in the User settings. Users 💡 It is possible to remove a default filter when you wish to apply a filter to a screen (resource list...). The default filter will reappear the next time you log off/reconnect.
Delete	Allows you to delete a filter. It will no longer be visible in the list of public resource filters or in the resource lists (filter selector). Required rights : Public resource filter suppression
Mass deletion	Enables you to delete several items en masse, by ticking the relevant filters (on the left) in the list. Required rights : Public resource filter suppression

Creating and modifying a public resource filter

The creation and modification forms are similar.

Screen for creating a new public resource filter

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Click on ViewA list of resources matching the selection/criteria is displayed at the bottom of the screen.

This screen is used to create/modify a public filter resource, which will only apply to the platform's resources.

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Rights required :

General actions (at creation)

General actions (upon modification)

Button name	Description
Copy to private filter	Copies the criteria of a public filter and creates a new private filter.
Delete	Allows you to delete a filter. It will no longer be visible in the list of public resource filters or in the resource lists (filter selector). Rights required : Public resource filter suppression
Seehistory	View thehistory modifications to this filter.

Here are the fields found in this screen:

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

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