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How to Create Helpful Filters and Queues

Written By: Alan Flanders Date: 28 July 2014
Did you know that you can create list page filters and role center queues based on standard AX queries?

​These filters can then be selected from the list page for easy reference. Create filters for:

  • Overdue work orders
  • Work orders started but not completed
  • Duplicate PM work orders

To create a filter or queue first start by creating a filter:

blog-filters-queues-1.png

Next save as a filter

blog-filters-queues-2.png

Now the filter is available from the list page filter drop down

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You can also save the filters as a cue and then add it to your role center page

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Here are some helpful queries to get you started
 
Overdue work order lines
 
Will return all work orders there the scheduled start date is between 7 and 365 days old and does not have an actual start date.
blog-filters-queues-5.png

Work orders started not completed
Will return all work orders that have been started but do not have a completed date that have been open longer than 30 days but less than a year.
 
blog-filters-queues-6.png

Work orders to close out
Shows work orders where the work has been completed within 15 days but the work orders stage has not been moved to closed. Could mean these work orders have not yet been posted.
 
blog-filters-queues-7.png

Proposed work orders  where duplicate work order has been created
These are proposed work orders where more than one real work orders exists to meet the demand.
blog-filters-queues-8.png

Proposed work orders that are overdue

These are forecast (proposed) work orders that were scheduled to occur as at a past date and have not been done yet.
 
blog-filters-queues-9.png



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