Configure public resource filters.
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 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.
List of public resource filters
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.
Click on Register to apply the filter and
Close to return to the list.
Allows you to delete a filter. It will no longer be visible in the list of public resource filters or in the resource lists (button Filter)
Right required : Public resource filter suppression
Allows you to delete several filters at once by selecting them.
Right required : Public resource filter suppression
This screen lists the platform's public resource filters. You can create them, modify them, set them as default...
Rights required : Consulting public resource filters
Creates a new filter.
Resource - Creating and modifying a public resource filter
Rights required :
Consulting public resource filters
Creation of public resource filters
Modify an existing public filter .
Rights required :
Consulting public resource filters
Modification of public resource filters
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.
Set a resource filter as the default in the list of resource filters.
A small tick will appear on the line of the filter set as default.
This filter will be default for the user who configures it as such. It can be modified in the user settings. Users
Rights required : Modification of public resource filters
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 at the next logout/login.
Creating and modifying a public resource filter
The creation and modification forms are similar.
Click on ViewA list of resources matching the selection/criteria is displayed at the bottom of the screen.
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.
By clicking on this button, a list of resources matching the selection/criteria defined appears 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.
Rights required :
Consulting public resource filters
Creation of public resource filters (creation)
Modification of public resource filters (change)
Using public resource filters in the filter selector
Validates your changes. This may redirect you to the previous page on some screens.
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Displays a list of modifications made to this filter by all users.
Stocks are sorted from the most recent to the oldest date.
Allows you to delete a filter. It will no longer be visible in the list of public resource filters or in the resource lists (button Filter)
Right required : Public resource filter suppression
Here are the fields found in this screen:
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.
It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.