Filtering, Sorting & Saving Views in Equipme

The grid view is a powerful feature across the equipme platform that helps you filter, sort, and save custom views of your data. This guide uses the Service Portfolio as an example, but the same principles apply in other areas like Customers, Add-ons, or Basic Services.

Once you understand how the grid works in one area, you can confidently use it anywhere in the system.

What is the Grid View?

The grid shows records (like services, customers, or products) in a table format. Each row represents one item, and each column shows a specific data point (like Name, Type, Active Status, or Last Order Date).

You can customize what you see, filter for specific data, and even save these settings for later.

How to Use Filters

Filters help you narrow down what you see in the grid. For example, you might want to only see services that are System Products.

Example: Filtering for System Products

1. Click the three vertical dots (⋮) in the "System product" column.
2. A menu will pop up with filtering options.
3. Under Boolean filter, you’ll see:

   • ☑️ True = This means the service is a System Product
   • ☑️ False = This means the service is not a System Product

Select True to see only System Products, then click Apply.

This method works the same way in the Customers grid or any other module where filtering is available.

Select True to see only System Products, then click Apply.

This method works the same way in the Customers grid or any other module where filtering is available.

Saving Custom Views

After applying filters (like System Product = True), you can save this setup as a View to quickly access it later.

How to Save a View

There are two ways to save a custom view:

Option 1 – Top Right View Manager

1. Click the Views icon: (far right in the top corner next to the reload and visibility icons)
2. Click the + button to create a new view.
3. Give your view a name (e.g., "Only System Products")
4. Click Save

Option 2 – View Tabs Above the Grid

1. After applying your filter(s), click the + icon that appears above the grid, next to existing view tabs.
2. A new tab will appear; name it accordingly (e.g., "System Products").
3. This tab is now a saved view you can return to anytime.

   

This functionality is consistent across all grid-based modules (e.g., Customers, Services, Add-ons).

Deleting Views

To remove a view you no longer need:

• Click the Views icon
• Hover over the view name and click the trash can icon 🗑️