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Sample scenario: From the All Cases standard view, a User can access all Cases ever associated with a Contract. To meet a User’s current operational needsneed, she the User only wishes to access those Case records that are classified as urgent and presently in progress.
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- Apply - Once filtering options have been selected, the User must click the Apply button to apply the selections.
- Auto Apply - Checking the Auto Apply box before making filter selections will automatically apply the filters as they are selected. A User must repeat this selection if he/she navigates to a different view.
- Reset - Selecting the Reset button will clear all filter selections made by the User, except the default filters. The default filters vary by view.
- Clear - Selecting the Clear button will deselect all filter selections, both User selected and the default.
- Collapse All - Selecting the Collapse All will collapse all nested filters options within the Filters panel.
- Expand All - Selecting the Expand All option will expand and reveal all nested filtering options within the Filters panel.
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The available filtering options within the Filter panel will vary by view and User Permissions. For example, the Summary Dashboard view is different from the All Cases view in that the former only filters by Contract whereas the latter can filter by Category, Priority, Status, etc. The filters available within any view are configured by the Instance Administrator.
The User will review the available filter options and select those that match the desired criteria.
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| Tip |
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To keep track of how many filtering options are being used, reference the active filters count at the very top of the Filters Panel. (See "(0/1/19)" above the Filter Controls in the illustration above.) This count indicates how many filters are being employed out of the number available. Common Error: If you are unable to find a Case, Work Ticket, or other record in IMMS, take note of the currently applied filters. There might be one or more filters enabled, per previous selections or default selections, that prevent that record from being displayed within the grid view. |
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