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Filter Tickets

Tobias Patek
  • Updated

Overview

With the powerful ticket filters, you can:

Access & Permissions

You need an in-house user with the user permission 'Tickets & Project Reports'. Read more in Permissions.

Subcontractors and watchers can use shared filters. They can create and save filters, but cannot share them with others. Read more in User Types.

How to access Ticket Filters

  1. Click Tickets
  2. In the View drop-down select Plan, List or Calendar
  3. Click the Filter icon to view the filter panel
  4. Optional: Click the Filter icon again to hide the filter panel
  1. Tap Tickets in the main menu
  2. Switch between Plan and List view
  3. Tap the filter icon
  4. See the Filter tickets screen, which is your starting point for everything described below.

Use a Saved or Shared Filter

To apply a filter that someone shared with you or that you saved for yourself:

  1. Open the Filter drop-down (to see a list of all filters you saved or someone shared with you)
  2. Select a filter e.g. My open tickets
  1. Tap Filter list
  2. Tap on the filter e.g. My open tickets

Note that filters are applied together with any search terms and based on the tickets of the selected project, layer, and in case of the Webapp also the form.
Read more in View Tickets of a Project, Layer or Form in the Webapp, in View Tickets of a Layer in the Mobile App and in Search Tickets.

Deactivate Filter

Once you have applied a filter, you will see the yellow Deactivate filter button for as long as it remains active.

To deactivate filters:

  1. Click Deactivate filter to show all the tickets of your project, layer, and form again.
  1. Tap Deactivate to show all the tickets of your project and layer again.

Create a Filter

You can create a filter for one time use, save it for yourself or even share it with other users.

Add Filter Criteria

If no filter is selected and you open the filter panel, the three most common filter criteria are already added. The values for 'assignee', 'author' and 'status' are set to 'all', so you will still see all tickets.
You can use them and set a value as described below in Change Values of Filter Criteria or Remove Filter Criteria.

To add a filter criteria:

  1. Click + Add filter criteria
  2. Click on a filter criteria e.g. Priority to add it to your current filter.
    Added criteria are greyed out.
  3. The criteria 'Priority' gets added and you can continue below in Change Values of Filter Criteria.
  1. Tap Edit filter criteria
  2. Tap the criteria that you want to add e.g. Priority.
    Selected criteria show a blue check mark.
  3. Tap back to confirm your selection and add the criteria to your current filter.

Description of the Add Filter Criteria Dialogue

  1. Search filter criteria
  2. General section includes Project, Layer and Form in case you want to save this in the filter or select multiple values. Involved user allows to filter over author, assignee and receiver fields at once (any match).
  3. Form options refers to information stored in tickets besides the ticket fields which can be enabled or disabled when creating the form.
  4. Default fields includes all default fields that PlanRadar offers for forms and some criteria based on that like Assignee's company, Due in, or Overdue since.
  5. Custom fields are grouped by form
  6. e.g. the form named Documentation

Read more in Forms

Define Values of Filter Criteria

Depending on the criteria and it's field type (e.g. text, number, date, user, etc.) you have different possibilities to define values (e.g. high priority) and operators (e.g. is or is not).

To filter for tickets that have the value High in the ticket field Priority:

  1. Open the All drop-down under the criteria Priority
  2. Keep the operator set to is
  3. Select the checkbox for the value High

Right after selecting the value:

  1. → The selected value is displayed in the drop-down.
  2. → The Deactivate filter button is displayed.
  3. → The filter is applied to the tickets displayed on the plan and in the ticket list.
  1. Tap on the criteria Priority
  2. Keep the operator set to is
  3. Select a value e.g. High
  4. Tap back
  5. Tap Show 2 results (button shows number of tickets that match the criteria)

If you add a form field as filter criteria any ticket that does not have that field will not be shown in the result.

Examples for Values and Operators of Filter Criteria

Keep in mind that you can combine any number of filter criteria in one filter.

Here are some examples to show you the countless possibilities of ticket filters.

To show all tickets that are assigned to users from a certain company e.g. Custom Homes:

To show all tickets that have no photos attached (yet):

To show all tickets that are overdue since 3 days:

To show all tickets that have progress set above 50%:

To show all tickets that got created in the first week of September or October:

Use the + button to add multiple combinations of values and operators. They will be combined with OR logic while multiple filter criteria are combined with AND logic.

Remove Filter Criteria

To remove a filter criterion from your current filter:

  1. Click X
  1. Tap on the criteria e.g. Priority
  2. Tap Remove criterion

Save/Share a New Filter

If you want you (or others) to reuse the filter you can save (and share) it. After you defined at least one criteria with a value you can save the filter.

  1. Click Save
  2. Enter a Name e.g. High Priority
  3. Select Visibility (user):
    Only me = nobody except you will see the filter
    In-house users = everybody except subcontractors and watchers will see the filter
    All user = everybody will see the filter.
  4. Select Visibility (project):
    This project → select if filter is not relevant in other projects
    All projects → select if filter is helpful in all projects.
  5. Click Save to confirm
  1. Tap Save filter
  2. Enter a Title e.g. High Priority
  3. Select Visibility (user):
    Only me = nobody except you will see the filter
    In-house users = everybody except subcontractors and watchers will see the filter
    All user = everybody will see the filter.
  4. Select Visibility (project):
    This project → select if filter is not relevant in other projects
    All projects → select if filter is helpful in all projects.
  5. Tap Save to confirm

Edit a Saved Filter

To save changes to a loaded filter (e.g. name, criteria, visibility/sharing) or to save an existing filter as a new one:

  1. Open the Filter drop-down
  2. Select the filter e.g. High Priority
  1. Tap Filter list
  2. Tap the i icon next to the filter
  1. Tap Filter list
  2. Open the more menu
  3. Tap Edit

Change Filter Criteria

Make your changes to the filter criteria as described above in Create a Filter.

  1. Add the criteria e.g. Due in 3 days as described above
  2. Click Save changes
  3. → The new criteria will be saved in the existing filter named High Priority
  1. Add the criteria e.g. Due in 3 days as described above
  2. Tap Save filter
  3. Tap Save changes

Save as a New Filter

If you want to keep the existing filter named High Priority, you can save the new criteria in a new filter (instead of clicking Save changes):

  1. Add a criteria e.g. Due in 3 days as described above
  2. Click the Filter Options icon
  3. Click Save as new filter
  4. Enter new name e.g. Highest Priority
  5. Select Visibility options
  6. Click Save
  1. Add a criteria e.g. Due in 3 days as described above
  2. Tap Save filter
  3. Tap Save as new filter
  4. Enter a new title e.g. Highest Priority
  5. Tap Save

Change Visibility/Share-Settings

To change the users or projects for which a filter is visible:

  1. Click the Filter Options icon
  2. Select new setting for Visibility (user) e.g. All users
  3. Select new setting for Visibility (project) e.g. This project

Changes of visibility are saved immediately without a save button.

  1. Scroll down in the edit filter screen
  2. Select new setting for Visibility (user) e.g. Only me
  3. Select new setting for Visibility (project) e.g. This project
  4. Tap Save filter

Rename Filter

To rename a filter:

  1. Click the Filter Options icon
  2. Click Rename filter
  3. Enter new name
  4. Click Save to confirm
  1. Tap on the Title in the edit filter screen and enter a new title 
  2. Tap Save filter

Delete a Filter

To delete a filter:

  1. Click the Filter Options icon
  2. Click Delete filter
  3. Click Delete to confirm
  1. Scroll to the bottom in the edit filter screen
  2. Tap Delete filter
  3. Tap Delete to confirm

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