Why did we enable this feature?
Previously, agents and clients were unable to filter columns in schedules based on values in a particular column making it difficult to review data.
Benefits of the Feature:
This feature will allows both agents and clients to filter columns in schedules based on values in a column (similar to the search filter functionality within Excel).
How Does the Feature Work:
Filtering a column in a schedule
User selects the Filter Column option from the dropdown list
Filter module opens and all items in that column are listed. User can type into the search field to narrow results or check items in the list.
User starts to type in the search and items that do not match are removed from the list. For example, the user types the letter “B” and all names with that letter remain while others are hidden.
User can select all or individual items from the filtered list. When the user clicks Apply Filter, the module closes and the schedule updates to the filtered view. The column that was filtered will show the filter icon to indicate a filter was applied.
Editing a column filter in a schedule
User selects the dropdown menu on the filtered column they wish to edit and then selects the Edit Column Filter option.
The filter module opens with the applied filter settings. The user can either edit the existing filter or reset it and choose to filter by another means.
Removing a column filter in a schedule
User selects the dropdown menu on the filtered column they wish to remove and selects the Remove Column Filter option.
The column no longer has a filter applied to it.
Frequently Asked Questions (FAQs):
Q: Will filter views be user-specific and only be applied during their individual session?
A: Yes
Q: Will filtering capability be available on ANY column field type?
A: Filtering capability will apply to text, number, numeric, AND currency fields.
Q: If a user sets filters in the schedule, and then downloads the excel spreadsheet, will the spreadsheet still show the whole dataset without filters.
A: Yes
Q: Indio schedules allows you to calculate column totals. If the user applies a filter which eliminates some rows, will the sum at the bottom only show the sum of the filtered values/rows?
A: Yes
Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.