Purpose: Using advanced filters to refine list views to display the data you need.
The steps below will aid users in viewing the exact data they need easily.
Note: Advanced filters are screen specific and user specific. Users will have to create an advanced filter on each screen needed; however, OpenAir uses “sticky technology”, so the filters will be there the next time the user comes back to the same page.
Follow these steps to view, create, and modify advanced filters.
- Navigate to the projects module and to projects in ‘All’ project stages. We have included screenshots for both the old user interface as well as the new user interface below.
- Note that within any list view in OpenAir, there are 3 levels of filtering available.
- First, users can take advantage the native filtering shown in the applicable module. In this example, each project stage is listed at the top of the screen.
- Second, users can use column filtering by clicking the dropdown in the column and selecting an item.
- Third, users can create an advanced filter, “Advanced filters” are screen specific and user specific. Users will have to create an advanced filter on each screen needed; however, OpenAir uses “sticky technology”, so the filters will be there the next time the user comes back to the same page.
Creating an Advanced Filter
- Navigate to a list view in OpenAir. For this example, we will use the projects list view.
- Click the dropdown as shown below and click “New filter …”
- Enter a name for the advanced filter under “Filter name”.
- Click the dropdown box on the far left to select a criterion field for which you want to filter.
- Click the middle dropdown box to select a comparison operator from the available options. Example options include: “is”, “contains”, “is equal to”, “is not equal to”, “is greater than”, “is less than”, etc.
- Once saved, the advanced filter you created will display in the dropdown box as shown below.
- When the advanced filter is selected and applied to your list view, the filter name cell will highlight green.
- Enter a word in the advanced filter on the right box and click “save”. In the example below, we entered “deployment”. You will see a list of projects that contain the word deployment. Note that the project stage filter is set to “All”. If you do not see what you expect when you add an advanced filter, make sure you select “All” in the project stage filter and clear any applied column filters.
Other useful advanced filters:
- Project owner Contains:
- Client Contains:
- Project Number Contains (if you are using a unique project number for the project):
- Multi criterion filter (Project contains AND/OR SVP is)
- Note that you can filter to “match any” or “match all” of the criterion rows selected.
Using advanced filters to refine list views will display the data you need easily.
For more information on this topic or others related to NetSuite OpenAir, contact RSM at email@example.com or by phone at 855.437.7202.