Configuring the Orders filter block (context filter)
The Mobile - Orders web definition's Start page includes a Filter block. With this block you can enable end users to filter their search results based on context. For example: with a filter on Property they can choose to only display the orders for the building in which they are working or filter on a different building.
The following procedure outlines the steps for the filter block's configuration.
| 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 > PMFS (Live app) > Orders.
2. Select the Mobile - Orders web definition whose filters 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. On the Block properties tab, enter a label for the filter in the relevant languages.
5. At the bottom panel, select the relevant field(s) that you want to use as filter criteria, 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. Users can perform filtering on the app by the configured fields. They can activate multiple filters at the same time, narrowing down the number of results with each additional active filter.
6. If you want to add quick filters to the app, select a relevant field, 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 > Label.
9. Click Save.
The quick filter for Space become(s) available on the app.
10. Add more quick filters as required, up to a maximum of 3.
Choose from the following fields: Property, Space, Asset ID, Trade, Order group, Status, Priority or User-defined type (order type).
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.