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Add Section Filters to a Custom Detail View

You must have administrator rights to access this feature.

This feature may not be available in every package. Not sure if you have this feature or you want to learn more about it? Send us a message at support@cartegraph.com.

  1. ClickiAdministration_sm.png>Layout Manager.
  2. From the Layout Manager header, select the following:
  • Category of Work
  • Type of Task
  • View Type of Detail View
  • From the View field, select an existing view

The Section Filter button is only available on the Task Detail view.

  1. Go to the section header where you want to add filters and click iSectionFilter.png.
  2. Select an Asset Type and Activity combination.
  3. Click +.
  4. Click Apply.
  5. Click Save.

The section header turns blue, and a badge displays the number of filters applied to the section.

LayoutSectionWithFilterExample.png

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