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  2. Maintenance Management
  3. Work Orders: Filters and Views
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Filter by Assignee: Assigned to me, Not Assigned

Want to create a filtered view for your team that shows cards assigned to them? (This means who ever is logged in will see only the cards that have been assigned to them). Or quickly see what work orders (or shifts, etc) have not been assigned? (Making it easy to make sure all Work Orders or Shifts are covered). Use these specialized filter options inside any Person field (this includes the Assignee field). 

Customization is only available in no-code workflows in the library labeled with “Custom” - and only in the Table View and the List View. If the workflow you are using does not have these features, you can ask our team about migrating over to one with these advanced features. These customization features right now are only available on Desktop: please log into your Coast account by visiting app.coastapp.com .

 

 

How to Create Assignee Filters:

Desktop
  1. Click on the Filter button dropdown.
  2. Select a Person field like Assignee.
  3. Click on Contains to change the parameters of the filter. 
  4. Select Is Current User to show all the cards assigned to the person currently logged in (so the view will appear personalized for each individual person). 
  5. If you're interested in knowing which cards have not been assigned yet, change this selection to Is Empty to show all the card where the Assignee field has not been filled in. 
  6. If you'd like to save this view as is, you can do so under the View Options dropdown.