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Customize and Filter a List in the FleetLogic Web Application

Describes how to customize and filter any list of information in the FleetLogic Mobile Application.

Type

How to

Audience

All

Products

FleetLogic web application

In This Article

Context

Throughout the FleetLogic web application information, such as work orders or pickup tickets is displayed in tables, or lists.  You can customize each list by adjusting the information contained in the list, or by setting up filters on lists so that they only display the information that you need.  Customizing your lists ensures you can find the information you need for your business quickly, and cuts out any unnecessary information. 

 

Note: Each list has a unique set of information, customization options and filters.  The instructions in this article apply regardless of the list. 

Before You Begin

Required: Internet connection, valid FleetLogic login credentials and access permissions

 

Steps

Customize the information in a list

  1. Access a list of information in FleetLogic.  For example, in the FleetLogic menu bar, navigate to Work Orders > List
  2. Optional: Click a column header to sort the contents of the column alphabetically
  3. Optional: On the right hand side of the list, click Columns
    The Columns menu opens
  4. Optional: In the Columns menu, do any of the following:
    1. Check the columns you need to include in the list
    2. Check Filter… to remove all columns from the list
    3. Optional: If the list of available columns is too long to visually search, type the name of a column in the Filter...field to filter the list by your search term
      The list is updated to reflect your selections
      Note: Where applicable, you can click the hamburger menu on a column header then click columns to open the columns menu

Customize the appearance of a list

  1. Access a list of information in FleetLogic.  For example, in the FleetLogic menu bar, navigate to Work Orders > List
  2. Optional: Use the rows drop-down to select the number of rows that displays on a single page
  3. Optional: Drag and drop the column headers in the list to reorder the columns
  4. Optional: Do the following to set a column in a particular location:
    1. Click the hamburger menu in the header of the column you want to set
    2. Click the hamburger menu
    3. Use the Pin Column drop-down to do one of the following:
      1. Click Pin Left to permanently set the column to the leftmost side of the list
      2. Click Pin Right to permanently set the column to the rightmost side of the list
      3. Click No Pin to unset the column and allow users to drag and drop the column
  5. Optional: Do one of the following to resize a column:
    1. Drag and drop the border of a column until the column is the desired width
    2. Click the hamburger menu in the header of the column you want to set, then click the hamburger menu and do one of the following:
      1. Click Autosize This Column to automatically resize the currently selected column to the largest value in the column
      2. Click Autosize All Columns to automatically resize all columns in the table to the largest value in each column
      3. Click Reset Columns to restore all column widths to their defaults

Filter the information in a list

Note: The available filters vary according to type of column information in a given list.  Not all lists have all filter types, or filter options at all

  1. Access a list of information in FleetLogic.  For example, in the FleetLogic menu bar, navigate to Work Orders > List
  2. Optional: to filter the list by the information in a single column, do the following:
    1. Click the hamburger menu on the header of the column you need to filter the list by, such as the Address column
    2. Click filter
      The filter options for that column open
    3. Do one of the following:
      1. If the filter is a keyword search filter, type your keyword(s) in the Search field to narrow the information in the list by your search term(s)
      2. If the filter is a calendar range filter, use the left hand calendar to select the start of the date range, and the right hand calendar to select the end of the date range to narrow the information in the list to only include entries that fall within the date range
      3. If the filter is a multi select filter, check any items in the filter list that apply to narrow the information in the list by those items
        Note: Certain multi select filters have an available search field that you can use to narrow the list of multi select options
    1. Optional: on the right hand side of the list, click Filters and do the following to view and update all the available filters in the list from a single location:
      1. Click an item in the list
        Note: each item in the list corresponds to a column in the table that has available filter options.
        The list of available filter options for that column opens

        Notes
        1. Each column has different filter options depending on the nature of the information in the column.  For example, the Address column has a keyword search field, while the Date column has a calendar date range select field
        2. This option is useful if you need to update multiple filters at once without having to go from column to column in the list.  For example, you can use the Filters menu to filter the list of work orders by date and address without having to access the date and address columns separately in the list

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