Sorting & Filtering

Menu > Workbench

Sorting

Columns can be sorted in ascending or descending order in the Workbench. In order to sort, click the three dots in the desired column header. If the sort is ascending, the column header will display an upward arrow. If the sort is descending, the column header will display a downward arrow. If a sort has not been applied, no arrow will be displayed in the column header. In the example below, the “Priority” column has been sorted in ascending order.

Multiple columns can also be sorted simultaneously. Any column header that is blue has had a sort applied on it.

To remove a sort, select the Edit Column Settings option and click on the sort (ascending or descending) that has been applied. Another option is to click the reset active sort button as shown in the image below.

Filtering

Left Side Menu

Priority Filters

You can select one of the priority bars on the left hand side of the screen if you wish to just view items in a certain priority.

To view remove the priority filter and view all parts, select the "Custom" bar.

Field Filters

On the left-hand side under the planning priorities, there is a pane containing dropdown filters that can be applied to the fields in the Workbench. These aggregate level filters are displayed in the highlighted section of the image below. To use them, click the dropdown under the field you want to filter on. Select the data that you wish to filter by and R+ will apply the filter.

Multiple filters can be applied simultaneously to the data in the Workbench. For instance, you could filter by priority as well as by a particular planner as shown below.

To remove applied filters, click the “Reset Active Filters” button on the top left of the screen as shown in the image below.

Column Filters

Filters can also be applied from the column in the Workbench. For instance, you could apply a filter to the Location column in the Workbench itself, instead of relying on the filters pane on the left-hand side of the screen. To apply a filter to a specific column:

1. Select Edit Column Settings (triple dots) on the column you want to filter

2. Scroll down to the Filter tab

3. Enter the desired value

4. Select "Filter"

Up to two values can be input in the value fields. You can choose to either search for both conditions by using the “AND” dropdown between the two values or you can search for either criteria by selecting “OR” in the dropdown.

Filtering at the column level is enhanced by the ability to choose from various conditions. When applying a filter to a column, you can utilize the “Shows Items with value that” function to select 1 of 12 pre-defined conditions from a dropdown menu. Examples of these selections include filtering for items that are not equal to, are greater or less than, or are equal to the value.