Filters let you narrow down lists of workers or clients by criteria such as status, group, category, gender, or postcode. Creating custom filters helps you quickly find the records you need.
To create a new filter, follow these steps:
Log in as root.
From the left‑hand menu, open the section you want to filter.
Click New in the top‑right corner.
Enter a filter name that clearly describes its purpose.
In Property, select the required option, such as:
Status.
Category.
Gender.
Postcode.
Group.
In Value, select:
True: to include the property.
False: to exclude it.
Click OK to save the filter.
Combine multiple filter rules
To build more complex filters, add Child Filters.
You can use logical rules:
OR
Group A OR Group B.
Shows records assigned to either Group A or Group B.
AND
Group A AND Category A.
Shows records assigned to both Group A and Category A.
This allows you to refine results precisely.
Test your filter
To test your new filter, follow these steps:
Choose a different filter from the drop‑down at the top.
Click on your newly created filter.
Review the list to confirm the results are correct.
If the results aren’t as expected, edit the filter and adjust the properties or logic.