Apps : Planon app : Mobile Configuration : PMFS solution - Assets module configuration : Configuring the Assets filter block (context filter)
Configuring the Assets filter block (context filter)
The Mobile - Assets web definition's Start page includes a Filter block. With this block you can enable end users to filter their list page based on context. For example, they can choose to only display assets in the building (property) in which they are currently working or filter out assets from a different property.
The following procedure outlines the steps for the filter block's configuration.
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For generic information about configuring PSS2-based blocks, see the Web configuration user documentation in the WebHelp.
Procedure
1. In ProCenter, go to Live app > App configuration > Assets.
2. Select the Mobile - Assets web definition you want to configure.
3. At the bottom of the web definition panel, expand the web definition's tree and select Start page > Filter block.
4. In the data section, on the Block properties tab, select the relevant field(s) that you want to use as filter criterion, for example Property.
If no fields are displayed, click the plus symbol and add fields. At least one field must be selected to make the filter feature available on the app. End users can perform filtering on the app by the configured field(s). They can activate multiple filters at the same time, narrowing down the number of results with each additional active filter.
5. On the Block properties tab, enter a label for the filter in the relevant languages.
6. If you want to add quick filters to the app, select the relevant field for this, for example Space.
7. Go to Field properties and set the Display as quick filter? field to Yes.
8. Enter a label for the quick filter at Field properties > Default value.
9. Click Save.
The Space field becomes available as quick filter on the app.
10. Add more quick filters as required, up to a maximum of 3.
Choose from the following fields: Space (will search across both Asset and Asset location), Main asset, Asset group, Asset classification, Alternative classification, Technical classification, Status or User-defined type.
11. To extend or limit the search scope for the filter block, select the Filter options tab.
12. In the Allow additional search options? field, select an appropriate scope for your filter.
13. Select Not allowed, if you want to limit the search scope to the selected property.
14. Select Include subproperties to extend the search scope to the building's subs.
15. Select Include 'Complex' properties, if you want to extend the search scope to the entire building complex.
You can fine-tune the quick filtering even more.
1. In the Selector field, check which mobile selector is linked to your quick filter.
2. Go to the Mobile selectors module and select this mobile selector.
3. Click the Search block of the selector.
4. Add the fields that should be available as search options on the filter bar within the quick filter. For example: in a quick filter on Space, you can enable end users to filter the list of spaces further via the filter bar by entering (part of) a Comment text or Floor finishing description.