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Using Views with the Work Order List

Views provide a way to display the work order list in an organized and predictable way. You can create views with specific criteria to make it easy to display the exact work orders you want to see. For example, you can create a view that displays work orders that have been closed in the past 24 hours. Views also allow you to choose which columns should appear in the work order list, in what order, and how the list should be sorted by default.

BlueFolder includes a number of built-in views for your convenience. These built-in views can be deactivated, or cloned and modified to suit your needs. You can also create your own custom views. Note that some price plans are limited to using only the built-in views.

 

Selecting & Using a View

 

The "[Browse]" View

The default view is called "[Browse]". This view is accessible to all users who have access to the work order list, and is how BlueFolder has handled the work order list in the past. The "[Browse]" view is customizable, but not as much as a custom view. Click the small "sliders" icon in the top right hand corner of the list to bring up a menu allowing you to select which columns to include and exclude; BlueFolder will remember this preference.

 

Creating a View

To create a new view, navigate to Settings>General Settings>Work Order Views. In the upper right hand corner, select New View.

When creating your new view, BlueFolder will give you the flexibility to filter your selection of work orders as needed to suit your individual needs.

You can determine which users will have access to a particular view.  

 View_Permissions.PNG

 

You can use filters to only show work orders that meet some or all of the requirements you specify.

View_Filters.PNG

 

You can determine which columns you wish to see in the view, and what order you want to see them in.

ViewColumns.PNG

 

You can determine by default what data set you wish to order by in ascending or descending order.

Views_Sorting.PNG

 

You can set a threshold number so that if a view has more work orders than the threshold you specify, the view will be highlighted with a color of your choice. This is very useful in dashboard views, as the colors can draw your focus to work orders that need attention.

Threshold.PNG

Dash_View.PNGDash_View_2.PNG

 

After you save your view, you will see it in the Work Order Views list in Settings > General Settings > Work Order Views. You can reorder the list of views by clicking the grab handle on the right-hand side of the list row and dragging the view to the desired position in the list.

 

Deactivating Views

BlueFolder gives you the option to deactivate a view, which will hide it from the list of views on your work order list. To deactivate a view, navigate to the Work Order Views page (Settings > General Settings > Work Order Views), locate the view you wish to make inactive, click the action button (with the down arrow) on the right-hand side of the row, and select "Deactivate".

To access an inactive view, navigate to the Work Order Views list, then click the "Inactive" tab. From there you can click the action button for the desired view and choose to activate, clone, or delete the view. 

Your BlueFolder account will be preset with views called Built-In Views. These views cannot be deleted, however, they can be deactivated the same way as any other created view. You can also clone a built-in view.

 

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