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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 data. Whether you're looking at services, customers, products, or any other data set, the grid behaves consistently and is designed to make your work faster and more organized.

Once you understand how the grid works in one area, you can confidently use it across the entire platform.

What is the Grid View?

The grid shows records in a table format. Each row represents one item (e.g., a customer or product), and each column shows a specific data point (like Name, Type, Status, or Date).

You can customize what you see, apply filters, and save those settings for future use.

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 active items or products of a specific type.

Example: Boolean Filter

  1. Click the three vertical dots (⋮) in any column.

  2. A menu will appear with filtering options.

  3. If the column supports Boolean values (like True/False), you can choose:

    • ☑️ True = Item matches the condition (e.g., "active" is true)

    • ☑️ False = Item does not match the condition

Apply the filter and the grid will update accordingly.

This method works the same way across all grids in equipme.

Saving Custom Views

After applying filters or sorting, you can save the current setup as a View to quickly access it again 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., "Active Customers")

  4. Click Save

Option 2 – View Tabs Above the Grid

  1. After applying your filters, click the + icon above the grid (next to other tabs).

  2. A new tab will appear; name it accordingly.

  3. That tab is now a saved view you can return to anytime.

This functionality is consistent across all grids.

🖑️ Deleting Views

To remove a view:

  • Click the Views icon

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

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