Overview
One of the typical elements on most Birdview PSA screens is a filter. It is a handy tool in database management as it allows narrowing or widening, as appropriate, the scope of search while looking for a record or a group of records. Filters in Birdview PSA enable you to find an item quickly and effortlessly. All you need to do is to define a scope of your search.
By selecting values in various filter fields, as well as choosing the appropriate radio button, you are able to specify a scope of search which would meet your needs.
Filters Panel
The Filters panel is for selecting filter values, adding new filters, cancelling filters, etc.
The picture below presents a Filters panel and its controls:
- Add Filter.
- Cancel All Filters.
- Cancel Filter.
- Close Panel.
Filter Controls
The Filters panel have a few controls. See the picture above fo reference. Their functions are summarized in the table:
| Control | Action |
| Add Filter | It is used to access the complete list of filters and activating the required ones. |
| Cancel All Filters | It is used to cancel all applied filters at once. |
| Cancel Filter | It is used to cancel an individual filter. |
| Close Panel | The 'X' button for closing the filters panel. |
Adding a Filter
To add a filter to the panel:
- Go to Activity Center.
- Click the Filters button to open the Filters panel.
- Click '+'.
- Scroll down the list to locate the required filter.
- Flip its toggle on.
- The list of projects is updated automatically.
Canceling filters
To cancel filtering:
- Click Filters on the toolbar.
- To cancel an individual filter, click the Cancel Filter button (
) next to it (see Item 3 in the picture above).
- To cancel all currently applied filters, click the Cancel All Filters button (