Skip to main content

2.4 Sorting and Filters

In the Wilson App, it is possible to manage the sorting of records and filters. Taking the Accounts module as an example, starting from the top left, you can see a button to view the available filters, a button to select the assigned user to display, and finally, the button for sorting.

image.png

FILTERS

By clicking the FILTERS button, you can, as mentioned, view the list of available filters (both created from the web and from the app), and you can also CREATE new ones directly in Wilson. For all filters, whether created from the web or the app, you can click the three dots on the right and select DUPLICATE.

Filters created from the Wilson App have a pencil-shaped icon next to the three dots, which allows you to edit the filter directly in the app. Filters created from the web cannot be edited in Wilson.

image.png

When the DUPLICATE or EDIT option is selected, the following screen appears:

image.png  image.png  image.png

On this screen, the following actions are possible:

  • View Name: Rename or assign a name to your filter.
  • Set as Default: Set the filter as the default for the Wilson app.
  • Select Fields to Display: Choose which fields to display, add new ones, and rearrange their appearance order by dragging them.
  • Subtitle Display: Decide whether to include a subtitle containing the previously selected fields. These fields can include or exclude their labels for better usability.
  • Initially Sort By: Choose the sorting of a field in ascending or descending order.
  • Advanced Filters: Define selection criteria for fields other than Date type (e.g., dropdown menus, free text, numbers, etc.).
  • Time Filter: Select fields of the Date type, using either dynamic and customizable durations or static ones. You can choose from the dynamic options provided by the app or specify a static date range.

 

SORTING
Sorting is achieved by clicking the corresponding "Sorting" button located in the top menu of the list view for a record.

 

image.png

A dropdown menu appears at the bottom of the screen, allowing you to select your sorting preference:

  • Most Recent: To display records that have been recently managed.
  • Module Fields: For example, in the Companies module, you can sort by fields such as Company Number, Company Name, Phone, Email, or Website.
  • Others: Allows you to select additional fields from all those available in the specific module.
  • Reset: Resets the view to the default display.
Back to top