Resource Filters
Resource filters help you find the right resourceResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. for a task and narrow the planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline. down to a smaller group of resources. The data behind these filters comes from the back-office application, so it can be anything that matters to your business: skills, regions, departments, qualifications, and more.
You can apply resource filters in two ways:
- Via the query builder
- Via the filter icons in the grids
Using the query builder
The query builder lets you construct resource filters from the data supplied by the back-office application. With it, you can build filters as simple or as complex as your query demands.
The resource filter component has two areas:
- The query builder
- The top bar, with state management buttons and buttons to apply or clear the filters on the planner's resource grid
The query builder
The query builder lets you create complex and nested filters. A few elements make this possible.
Rules
Rules are the core of a filter and consist of three elements:
- The filter groupFilter groupA configurable set of fields used to filter resources and tasks on the planning board.
- The rule type
- The filter valueFilter valueA single value inside a filter group, used as a qualification on a resource or a requirement on a task.
The filter group is the resource property you filter on. The rule type is the operation you want to run (for example, equals or does not contain). The filter value is the value you filter on.
Here's an example:
When applied, the resource grid shows only resources in the region of Belgium. This is a basic example, but combined with the next two elements you can build any query you need.
Groups and operators
Query groups let you group queries together. An operator sets the behavior between filters, or between groups of filters.
Here's an example of a more complex filter:
When applied, the resource grid shows only resources in the 'Service' department who hold the 'Accessories' or 'Office Equipment' skill.
Top bar buttons
The icons at the top, from left to right, are:
- Apply filter
- Reset Filter
- Load resource filter
- Save resource filter
- Save as resource filter
- Manage resource filters
Applying and removing resource filters
To remove a filter value or group, click Delete. To remove all filter values, click Reset. The same Reset button is available on every planning board for quick access.
To apply the filters you defined, click Apply.
State management
Just like the grids, resource filters can be stored and shared with other users. If you store a filter as the default layout for this instance, it is applied automatically to the resource grids of all planning boards when the application launches.
Using the attributes on open or planned tasks
Clicking the filter icon at the start of a row applies the filter values for that task automatically. These filter values travel with the data sent by the back-office application, so this is the fastest and most accurate way to find the right resources for a task.
If the result isn't what you expected, you can still adjust the filters as described in the manual filtering section above. Adjusting them here does not change the original filter in any way.