Using filters to quickly find information

Filters are a great tool for everyday users to quickly narrow search results and find exactly what you're looking for. They can be customized and saved for re-use later or made on the fly to prioritize and organize the information you need to see.

This article covers:

• Applying a filter

• Saving a filter for re-use later

• Common use cases/filter criteria

User environment(s): Customer tenant; Lineage tenant

Applying a filter

Any information on a page in Lineage Link with the My filters and Filter icon near the top-right can be filtered to further organize the data/information presented.

To filter and narrow down information on the page, select the Filter icon located on the breadcrumb bar (top-right). Depending on the page you’re on, all the possible filter criteria will display for you to choose from. See the example below.

Saving a filter for re-use later

To save a filter you want to use frequently, click Save as… in the bottom right corner after filling in the appropriate criteria.

Add a custom name so you know what the filter is for, then click the checkbox to save.

Once you save your custom filter, you will see it appear under the My filters menu for re-use in the future.

If needed, you can modify or delete any of your saved filters by accessing them through your Filter icon, then click the My filters menu.

To modify a saved filter select it from the My filters menu list, update/remove any of the existing criteria, then click Save. Note: You cannot rename the original filter.

To delete a saved filter select it from the My filters menu list, hover over the name, and click the X.

At any time, if you need to reset a page back to the default view, you can remove a filter, or prevent the filter from narrowing the page information next time you navigate there, click the CLEAR button.

Common use cases/filter criteria

Below are some of the most common use cases for creating filters to narrow the information displayed on the Orders Summary or Inventory Summary page. We recommend creating each of these and saving them for re-use later.

Order Summary page filters

The following use cases listed below are for the Order Summary page.

See order filter use cases, filter criteria, and examples below.

Use case	Filter criteria to apply	Example
What orders include a specific item #/product?	Item name or Item #
What orders are on appointments at a specific Lineage facility next week?	Date search [Pickup/delivery appointment] + Custom [Next week] + More filters [Facility]
What orders are going to a specific destination?	More filters [Stops at] (Note: Address must match consignee location/name)
How do I find all orders tied to a specific reference number or ID such as the PO/SO #?	ID type [Purchase order or Sales order] + ID Value [Item #]

Inventory Summary page filters

The following use cases listed below are for the Inventory Summary page.

See inventory filter use cases, filter criteria, and examples below.

Use case	Filter criteria to apply	Example
What inventory do I have at a specific Lineage facility for an item?	Item name or Item # + Facility
What inventory do I have across multiple facilities for an item?	Item name or Item #