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Filter groups

Filter groups are the labels and pick-lists that drive several filtering experiences across Dime.Scheduler - most notably the resource filters. A filter group ("Region", "Skill", ...) holds a list of filter values ("North", "South", "Plumbing", ...) that can then be assigned to resources, tasks and other entities.

The Filter groups page provides full management capabilities for filter groups and their values directly in Dime.Scheduler. Previously these were only configurable through the API or the back-office system.

Layout

The page is split into two columns:

  • Left - the list of filter groups.
  • Right - the values of the filter group selected on the left.

Selecting a filter group on the left loads its values on the right.

Managing filter groups

Creating a filter group

  1. Click Add group at the top of the left column.
  2. Type the name of the group and confirm with Enter (or the green check button).

Renaming a filter group

Hover over a group, click the pencil icon, edit the label, and confirm.

Deleting a filter group

Hover over a group, click the trash icon, and confirm. Deleting a group removes all of its values as well.

Managing filter values

The right-hand column is only active once a filter group is selected.

Adding a value

  1. Click Add value.
  2. Type the value and confirm with Enter (or the green check button).

Renaming a value

Hover over a value, click the pencil icon, edit the value, and confirm.

Deleting a value

Hover over a value, click the trash icon, and confirm.

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