Searching, sorting, and filtering lists

Last updated: 2024-01-03

On most components staff can use the sort and filter options to find specific data. Staff can create advanced sorts and filters that search on multiple levels of criteria. These personal sorts and filters can be saved so staff can reuse them later. In addition, the AWP System Administrators have created some agency wide filters for staff to utilize.

If filters have been saved for a component, the system displays a drop-down list to the right of the Quick Find search box. The list contains an advanced link and all of the filters and sorts for the component that were saved by the AWP System Administrators or the current user account. If no filters and sorts exist for the component, an "Advanced" link is displayed instead of a drop-down list.

Staff can either filter either on the visible fields on the component or create an advanced filter to sort on hidden fields.

A Quick Find Search box appears on each component that contains a list. It searches all rows in the list for a string of text and displays only the rows that meet the search criteria. Examples of components with Quick Find Search boxes includes Projects, Proposal, Contract Administration, Daily Work Reports, Diaries, and Payment Estimates.

  1. Begin by entering three characters or more in the search box. The system will begin to narrow down the list. Enter more characters to make the search criteria more specific.
  2. Click the <Clear all search and filter criteria> button to delete the data entered and begin a new search.


Advanced filters allow staff to setup personalized custom filters. These filters can be temporary or saved permanently for reuse. Each component can have its own filter. This is helpful if staff always filter a list in a particular way.

Tip: The System Administrators can also create global custom filters that are available to all or select roles. Contact them for assistance.

  1. Click the Current Filter option and select "Advanced".

  2. Select field(s) and enter value(s) to filter on.
  3. Select field(s) to sort by and the sort order (optional).
  4. Applying the filter:
    1. For one-time use filters, click <Apply without Saving>.
    2. To save the filter for future use:
      • Enter a name or the filter in the "Save As" field.
      • Select "Make this the default setting." to create a default filter for your current role (optional).
      • Click <Save and Apply>.

Examples:

Example of a Preconstruction filter for designers for all projects where the Construction Region Office = "WIS - North Central Region" sorted in the default ascending order. This example shows the filter being saved for future reference.

 

Example of a temporary Construction filter for construction staff filtering on the controlling project ID with no sort order selected.

  1. Click the Current Filter option and select "Advanced".

  2. From the Editing drop-down list, select the custom filter to edit.
    1. Edit the field(s) and value(s) to filter on.
    2. Edit the field(s) to sort by and the sort order.
  3. Select "Make this the default setting." if this should be the default custom filter for this component list.
  4. Click <Save and Apply> to save changes.

Examples:

To edit the existing WIsRapidsDesignPrjs filter and remove PBM project types:

  1. Click the Current Filter option and select "Advanced".

  2. From the Editing drop down list, select the custom filter to be deleted.
  3. Click <Delete this setting>.