Filters management

The itmSUITE® provides a complete filter management system that implements items (ticket, timesheet, etc...) searching according to several filtering rules. In itmSUITE® three filter types can be defined:

• Global filters: are permanent filters configured by company admin and accessible to a group of users of the same company.
• Personal filters: are permanent filters configured by user and accessible only to him/her.
• Temporary filters: are temporary filters configured by user and accessible to him/her in current session.

Entity	Global filter	Personal filter	Temporary filter
Action		X	X
Asset		X	X
Billing Calendar		X	X
Client		X	X
User		X	X
Forced View	X
Invoice		X	X
Message		X	X
Milestone		X	X
News			X
Personal View		X	X
Project		X	X
Project Activity		X	X
Project Template		X	X
Purchase Contract		X	X
Sale Contract		X	X
Service		X	X
Service Template		X	X
Supplier		X	X
Resource		X	X
Resource Planning		X	X
Workflow		X	X
Ticket	X	X	X
Ticket Activity	X	X	X
Timesheet		X	X

Filters Configuration

In some entities list (i.e., ticket views) it is possible to configure a personal filter by Filters button or to remove it by Drop Filter button:

Filter Management buttons

The filter management form contains following common sections:

• Personal Filter Manager
• Global Settings
• Main Section
• Primay and Secondary Section

and specific block sections for every entity views.

Personal Filter Manager

Section to create, delete or update personal filters. It is enabled by clicking on Personal Filter Manager button.

Field	Type	Description
Action	Radio button	"Save As New": creates a new personal filter with name inserted in text field "Save As": saves current personal filter selected by Filter field with name inserted in text field "Update Existing": saves current personal filter selected by Filter field without select
Default	Check box	defines the current personal filter selected by Filter as default in view
Save	Button	saves personal filter defined in Action field
Delete	Button	deletes current filter selected by Filter field

Global Settings

Section to manage primary filter blocks. It is enabled by clicking on Global Settings button.

Field	Type	Description
Primary Blocks Settings	Check box	hides primary filter blocks (i.e., Project Block, Ticket Type Block, Ticket Statuses Block for ticket filter) that are checked
Primay Block Hierarchy	Radio button	TBD
Save	Button	saves Global Settings configuration

Main Section

Section to configure main filter settings (paging, refreshing, etc...).

Field	Type	Description
Per Page	List box	defines items number ("10", "20", "50", "100", "Show All") that can be visible in a single view page
Ticket Code Range	Text field	list of ticket codes (separated by a space char) that user can visualize
Refresh Frequency	List box	defines the temporal frequency ("30 sec", "1 min", "2 min", "3 min", "5 min") with which items view is refreshed. The "0 sec(off)" value disables this functionality.
Disable Smart Loading	Check box	if unchecked it enables block filter fields loading according to the visibility that logged user can have on some itmSUITE® items
Disable Cascade Refresh	Check box	if unchecked it enables cascade options refresh for all filter blocks. If checked it enables asynchronous refreshing by Refresh button (to refresh selected filter block) or by Refresh All button (to update all visible filter blocks)
Ticket Creation Dates Options	Radio button	creation date filtering: From - To: shows items according to setted creation date range Quick Date Option: shows items according to setted current or last N (N setted in Units field) days, months, years.

Primary and Secondary Section

In these sections, every block filter can be hidden/visibile by a check box. In Primary Section block filter fields are always loaded when users opens the Filter menu. In Secondary Section only checked block filter fields are asynchronously loaded.

Filter	Block	Section	Description
Project(s)	Projects and Services	Primary	multiselected filter for projectand Service name
Ticket Op Status	Ticket Statuses	Primary	multiselected filter for ticket status