Saved filters

Manual — Getting started — web · chapter 8 of 13

The web has no favorites list. What it keeps are saved filters in the Tickets and Tasks lists (Operations menu): you build a filter once, give it a name and it becomes a shortcut next to the ready-made shortcuts. (The H2O app has Favorites, which are tasks marked with a star — see the app manual.)

List	Ready-made shortcuts
Tickets	Not solved (the default), Open, High priority, All
Tasks	To Do, Done, With Checklist, Mine, My Group, All

1. In the list, build the filter with the rules (status, priority, technician, site, dates…).
2. On the shortcuts line, click Save (green button).
3. In Filter name:, give it a short name (up to 40 characters) and confirm. In the Tickets list, Filter saved appears.
4. The filter becomes a shortcut with a bookmark icon, after the ready-made shortcuts. Click it to apply it.
5. To delete it, hover over the shortcut and click the X (Remove saved filter). In the Tasks list, H2O asks for confirmation: Remove this saved filter?

Figure 20. Tickets list with two saved filters: the ready-made shortcuts (Not solved, Open, High priority, All), the saved filters Urgent on site (applied, with the X showing on mouse-over) and Awaiting approval, and the green Save button.

1. 1Ready-made shortcuts.
2. 2Saved filters — click to apply; the X appears when you hover.
3. 3Save — keeps the current filter.

System rule

Saved filters stay in this browser and per site: in another browser or computer they do not appear, and when you switch site you see the saved filters of that site. Saving requires at least one rule (Add at least one rule before saving). The filter keeps the rules — not the typed search, the sorting or the My tickets switch.

Tip

The lists also remember, in this browser, the last filter used: when you come back to the list, it opens as you left it.