V5 - Filter Issues

Learn how to filter a long list of Issues

F
Written by Faisal Ramady
Updated over a week ago

Filtering Issues list is a great way to help you quickly find what you need. Additionally, when using the relevant search filters, you can publish custom Issues Reports. Here are the options available to you for issue filtering:

  • Using the Search bar

  • Using the Filter icon

Click on the Search icon to enter this option and on the X button to exit it.

Search Bar

The search bar allows you to type any keyword or phrase related to the Issue you're looking for. Click on the Search icon, start typing and hit enter. A list of matching information will appear below. You can add as many search phrases as you like. To remove individual search filters, click on the X button next to the filter.

The Issues Card automatically updates the search results for any filters retained

Filter Icon

Click on the Filter icon (top of the Issues card) to open the filters menu.

Here, you have the options to filter by:

  • Status
    By default, Issues set to 'Closed' or 'Void' are hidden from the Issues Card. To reveal them, simply filter by 'Closed' or 'Void'

  • Priority
    Choose between None, Low, Medium or High

  • Type
    Pick a type from the list

  • Assigned to and Created by
    Pick a role from the list of jobs.

  • Date
    Select issues due dates

  • Starting Date
    This option is designed for Sequences (4D). Select specific From and To dates from the calendar then click OK.

Click on the X button next to each filter you wish to remove.

The Issues Card automatically updates the search results for any filters retained

Copy Filters

You have an option to copy the search filters to another list of issues.

  • Clicking on the Copy Filters option

  • Open another Model/Federation

  • Open the Issues card

  • Paste the filters CTRL + V in the Search Bar

Did this answer your question?