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Add and Edit Board Filters

Board filters can be configured using standard board builder tools. Filters are designed using Boolean logic and may be selectively applied or removed through the use of buttons in the board display.

Refer to Board Filters to learn about board filters in general before discovering how to access, add, edit, or delete them.

To access filters
  1. In the Admin window, go to Process: Boards.

    Boards_List.png

  2. Locate the board and click its name.

  3. On the Boards: Edit Board page, click Board Editor.

  4. On the Board Editor page, go to the Display Views section and click the applicable display view.

To add a filter
  1. Follow steps 1-4 for accessing filters. Then, in the Filters section, click Create Filter.

    Board_Manager_Editor_Filters_Add.png

  2. In the Edit Filter window, enter the filter's Name.

  3. To turn the filter on by default, select the Applied check box.

  4. Click Save. The information is saved and the Filter Criteria section opens on the page.

    Advanced_Board_Editor_Filter_Criteria.png

  5. From the drop-down list, select ANY or ALL.

    Advanced_Board_Editor_Filter_Criteria_Field.png

  6. Click Add Criterion.

  7. Select a field from the drop-down list.

  8. Select an operand from the next drop-down list. The content of this list is determined by the type configured for the field you selected.

    • Enter a value in the text box.

    • Alternatively, select the check box immediately following the operand and then select a value from the drop-down list. The content of this list is determined by the field type and operation selected.

  9. If you want to add a group of criteria, click Add Group. A box opens where you can add criteria to a group.

  10. Repeat steps 5-9 to add criteria to this group and to add more groups.

  11. Click Save.

To edit a filter
  1. Follow steps 1-4 for accessing filters. Then, in the Filters section, click the name of the filter you want to edit.

  2. If appropriate, change the filter's Name.

  3. To turn the filter on or off by default, select or clear the Applied check box.

  4. To add criteria and groups to the filter, refer to steps 5-9 of the add filter procedure.

  5. To delete criteria, click the trash can icon associated with the criterion.

  6. To delete a group, click Remove Group.

    Tip: You can remove a group only after you remove all of its criteria.

  7. Click Save.

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