Help Center
Filter System
The filter system is one of the fundamental tools in enrutar. It allows you to quickly find the information you are looking for and segment the data so you can work more efficiently.
How filters work
In enrutar, the filter system combines several mechanisms that work together[^1]:
- Sidebar filters: These are accessible from the sidebar on the left side of the screen (see Sidebar System). They allow you to select/deselect values to show only the data that interests you. For example, you can filter Work Orders by status, assignees, tags, Routes, Customers, etc.
- Search bar: Serves as a quick way to filter content. Simply type partially or fully what you are looking for. The search bar usually considers all visible content on the screen — for example, typing
Antwould find work orders with customerAntonioand also ones with the titleOld House. It is useful to use identifiers to search for specific work orders, as they are unique. - Date ranges: Some screens have a date range selector to further narrow the search. In the case of work orders, the date range shows work orders with existing appointments in that range.
- Column sorting: Whenever there is a table view in enrutar, you can click column headers to sort them, both ascending and descending. This option also exists in the Kanban Board, in the sort button.
All these filters work together to make it easier to find information.
Existing filters
The following filter options exist in enrutar:
- Work Orders and Kanban Board screen
- Filters
- Search bar
- Date filter (Date of the Appointment)
- Column sorting
- Calendar and Timeline screens
- Filters
- Search bar
- Date filter
- Customers screen
- Filters
- Search bar
- Column sorting
- WhatsApp Chat screen
- Search bar
- Documents screen
- Material Lists screen
- Filters
- Status
- Authors
- Work Orders
- Customers
- Search bar
- Column sorting
- Filters
- Work Reports screen
- Filters
- Active/Archived
- Work Order Statuses
- Work Order Tags
- Customer Tags
- Report status
- Authors
- Customers
- Search bar
- Date range (report creation date)
- Column sorting
- Filters
- Time Entries screen
- Filters
- Search bar
- Date range (time entry date)
- Column sorting
- Employees screen
- Filters
- Roles
- Access level
- Teams
- Search bar
- Column sorting
- Filters
- Routes screen
- Column sorting
- Teams screen
- Search bar
- Column sorting
- Agents screen
- Search bar
- Column sorting
- Checklists templates screen
- Search bar
- Work Order Statuses screen
- Search bar
- Column sorting
- Work Order Tags screen
- Search bar
- Column sorting
Related entities
In addition to those already mentioned in the list above, the filter system works in sync with the Sidebar System, and they are two fundamental pillars for navigation in enrutar.