When you head to Activities > Activities, your initial view is all pending activities.
It’s easy to filter the view to see just what you need:
- Use Filter Selection to access common filtering options.
- Drill down using the tag cloud.
- Create custom views for advanced filtering options, including exporting your view to a CSV.
In this guide, we’ll walk through each of these methods.
For quick access to common filtering options, use Filter Selection. To access, head to Activities > Activities, click on View and choose Filter Selection.
By default, Current RMS hides anything that’s been completed to keep your view clear. Choose to see inactive or all using the radio buttons at the top.
Tick boxes to filter the view
Show activities where you’re set as the owner user.
Show anything that you’ve favorited.
You can also tick boxes for your types of activities to see just those.
These tick boxes are joined together using OR criteria. This means that Current RMS finds records that match ANY of the options you’ve selected.
You’re probably familiar with tags from other cloud-based solutions – they’re a great way to search and sort your data.
To filter by tag, hit the tag cloud icon at the top-right of Activities. Then simply click on tags!
Tags aren’t hierarchical like folders. This means that you can click on multiple tags to really drill down.
If you need more advanced filtering options, custom views are definitely the way to go. Custom views let you see and sort the data throughout your Current RMS system. They let you build your own tables with just the data you need.
To create a custom view, hover over View and click the green create button that appears.
- Give your view a Name.
- Choose what kind of data you’d like to see in the Module.
- Set attributes – these are the columns that you will see in the table.
- Choose Filters – these work in the same way the filters above work.
- For advanced filtering, add criteria. You can join criteria using AND or OR criteria, letting you build really powerful queries.
We’ve a guide that runs through custom views in detail, see: Custom views