How to Use Filters and Save Them as Views

Description

Filters are a set of criteria used to sort and show only the data that matches that criteria.

In Gorelo, Views are specific filter settings/criteria saved by the user to be used later. Gorelo allows users to save multiple views and simply select the one they would like to use from the Views menu.

Filters are available for the tickets list, alerts list, calendar view, assets list, asset requisition approval list, purchase orders list, checks list, clients list, contacts list, remote monitoring devices list, invoices list, products list and bundles list. Filters for each list can be found in the dedicated filters panel located on the right side of every screen, making them easily accessible and usable.

Using Filters

Step-1: Navigate

After you’ve logged into your Gorelo account, navigate to any of the lists where you would like to apply filters. For the sake of this guide, we’ll talk about ticket filters.

Step-2: Head on to the filters panel

After opening the tickets list, head on to the filters panel on the right side of the screen. Here, you can find an option to either select a view, sort the tickets list based on a couple of factors or apply custom filters. Saved views, sorting options and filtering criteria differ from one module to another since every module holds different information.

  • VIEWS allow you to select preset or saved filter settings and apply them with just one click without having to manually fill in each filter field individually.
  • The SORT BY option allows you to change the sequence in which the tickets are displayed. This can be used to put the most recent ones on top of the list.
  • The FILTER BY section allows you to apply the filtering criteria in detail and display a limited amount of results, only that which matches the criteria set by you.


Saving Filter Settings as Views

Step-1: Click on the “+” button

Once you’ve selected and applied all the necessary filters from the filters section as per your need, click on the “+” button in the Views section. This will open a small pop-up window.

Step-2: Name the view

Type the name of that view (what you would like to call it) and select whether you want these filter settings to be applied on that list by default or not. If you set it as the default view, every time you open that list, these filter settings will be applied automatically.


Step-3: Click ADD 

Click ADD. The pop-up will close, and you can now see and select that view from the Views drop-down menu.

Final Note

Congratulations, you can now effectively use filters to narrow down the information shown to you. You can also save multiple filter settings as Views to help you save time and efforts the next time that you need to apply the same settings.

Looking for something else? Visit our support documents or send us a message via the Contact Us form. We will be happy to help guide you further!

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