Opening Filters are used to isolate Openings available for Reporting and Syncing (Sending Openings) to PC Mobile.
Filters are stored/managed by User.
See Also: Sharing my filters with others
Managing Opening Filters Video & Applying Opening & Road Filters
Manage Opening Filters
- Under your user name displayed at top right corner of screen and select Manage Opening Filters.
Add filter
- Click +Add
- Enter a new Filter Name
- Build the new filter (see Filter Details below)
- Submit
Edit filter
- Click Pencil icon next to an opening filter
- Make changes to filter selections (see Filter Details below)
- Submit
Copy Filter
- Click the Copy button
- A new filter with the original name + 'COPY' will appear in the list
- Edit the new one to reflect its filter conditions
Filter Details
Example 1: All Openings for a specific Licence
- Select the Licence under the Tenure section
- Click Submit.
Example 2: All Openings for a specific Admin Zone
- Click on Select Openings option
- Click on Filter Conditions
- Click +Add rule
- Select Admin Zone in the 1st field
- Select equal in the 2nd field
- Type in the Admin Zone to filter on
- Click Close
- Click Submit.
Example 3: All Openings with a DONE Disturbance in 2019
- Click on All Openings option
- In the Activity section, select Type = Disturbance & Status = Done
- Select Completed date option
- Enter Dates Between 2019-01-01 and 2019-12-31
- Click Submit.
Example 4: All Openings in two licences and have PLANTING Planned for 2025
- Click on Select Openings option
- Click on Filter Conditions
- Click +Add group
In the group,
- Click +Add rule, to get two rows of fields
- Select OR condition (AND|OR) to join these fields
For the first row
- Select Licence in the 1st field
- Select equal in the 2nd field
- Select a licence value in the 3rd field
For the second row
- Select Licence in the 1st field
- Select equal in the 2nd field
- Select another licence value in the 3rd field
In the Activity section,
- Select Type = Planting & Status = Plan
- Select Target date option
- Enter Dates Between 2021-01-01 and 2021-12-31
- Click Submit.