How to Navigate the Jobs Beta Release

Structured Search (Beta) lets you filter jobs by specific fields and combine multiple filters to refine results quickly.

Getting Started with Structured Search

When you first visit the new Jobs List(Beta), no filters are applied by default. The initial sort order is by Job Number (descending).

How to Add a Filter

• Click into the “Look for…” field.

• Select a field to filter on.

• A filter chip appears, allowing you to specify search criteria.

• Depending on the field type, various filter options will be shown (see Search Options below).

• Click Apply, or click outside the menu to run the search.

Edit an Existing Filter

• Click the filter chip to edit.

• Re-selecting the field in the “Look for…” menu opens the existing filter chip for editing.

Remove a Filter

• Click the “x” on the filter chip.

Keyboard Shortcuts

Sorting

Structured search allows you to narrow down results to exactly what you’re looking for, reducing the need to sort by multiple columns to try to find particular jobs. The jobs list can now be sorted by:

• Job number created date, ascending or descending (this is effectively the same as sorting by job number).

• Last modified (Last modified  first) .

Search Options

• Job Number: Search for a specific job by number. The job must match your other set filters to be included in the results.
• Job Status: Search for jobs in any of the selected statuses. Approval statuses are now included in the same list as job statuses.
• Priority: Search for jobs where priority matches any of the selected options.
• Division: Search for jobs where the division matches any of the selected options. Options are pre-pended with the relevant hub.
• Creator: Search for jobs that were created by any of the selected users.
• Requester: Search for jobs where the requester is any of the selected users.
• Followers: Search for jobs that have any of the selected followers. Filtering by ‘Is empty’ will return jobs with no followers.
• Resource Type: Search for jobs where the resource type matches any of the selected options.
• Activity: Search for jobs where the activity matches any of the selected options. Options are pre-pended with the relevant resource type.
• Service Provider: Only Energy Producers are able to filter jobs by assigned service provider. Search for jobs where assigned service provider matches any of the selected options. Filtering by ‘Is empty’ will return jobs where no service provider has yet been assigned.
• Resource: Search for jobs where the assigned resource matches any of the selected options. Searching for Unassigned returns jobs with no resource assigned yet.
• Field Worker: Search for jobs where any of the crew match any of the selected options. Filtering by ‘Is empty’ will return jobs with no crew.
• Location: Search for jobs where any of the locations on the job match any of the selected options.
• Inventory: Search for jobs where the inventory matches any of the selected values.
• Scheduled Start Date: Search for jobs where the scheduled start date is within the selected range.
• Completed Date: Search for jobs where the completed date is within the selected range.
• Cost Center: Search for jobs where the cost center matches any of the selected values. Only configured values for cost center are supported.
• Additional Details: Search for jobs where the additional details field contains the text entered, case-insensitive. Filtering by ‘Is empty’ will return jobs with no value in this field.
• Tags: Search for jobs that have any of the selected tags. Filtering by ‘Is empty’ will return jobs with no tags.
• Project: Filtering by ‘Is empty’ will return jobs that are not part of any project. Search projects by name or number.
• Batch: Only Service Providers are able to filter jobs by batch. Filtering by ‘Is empty’ will return unbatched jobs. To search for jobs within a specific batch, search by batch number and apply the filter.
• Archived: When the Archived = true filter is applied, only archived jobs are displayed on the jobs list.

Custom Fields

Not all types of custom fields are supported as structured search options. Searching by the following field types is supported:

• Single and Multi Line Text
• Dropdown/Radio/Grouped Dropdown/Creatable Selector
• Yes/No
• Choose a User/Company/Location/Business Unit
• Number/Integer
• Date/Date&Time

Custom Fields

Not all types of custom fields are supported as structured search options. Searching by the following field types is supported:

• Single and Multi Line Text
• Dropdown/Radio/Grouped Dropdown/Creatable Selector
• Yes/No
• Choose a User/Company/Location/Business Unit
• Number/Integer
  
  

Unsupported Field Types:

• Date/Date&Time

• Lists

• Field Groups

• Heading/Markdown

Frequently Asked Questions (FAQ)

Q: Can I search across all job data at once?
A: No. You must specify a field first to search within it.

Q: The data I need isn’t a filter option. What can I do?
A: We’re expanding filter capabilities. Please share your feedback here.

Q: Can I export the results to CSV?
A: Not in the beta, but this feature is coming soon.

Q: Do filters persist after logout or switching computers?
A: No. Saved filters across sessions and devices are in development.

Q: How do I filter unbatched jobs?
A: Select “Is empty” when filtering by Batch.

Q: Can I filter by custom Cost Center values?
A: No. Only pre-configured values are supported.

Q: Can I search jobs by pickup or destination location?
A: Not yet. All job locations are treated equally in search.

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