Filter, sort, and save views in any table

Most screens in Equips are tables that share the same controls. Learn them once; the rest of the guides refer back here.

Search, filter, and choose columns

• Global search: click the magnifying glass in the top-right header to search the whole system, then choose record types to include.
• Filters: click Filters, use Select filters to pick a field (Location, Category, Status, Equipment Health, etc.), set a value, and click Apply. Filters stack; Reset clears them.
• Columns: click Columns to show, hide, or reorder columns. All toggles everything; Reset restores the default.

Save and reuse a view (Lists)

1. Set up the view you want (apply filters, choose and reorder columns, sort).
2. Click + Save as a new list above the table.
3. Give it a Name, choose a Visibility Level (Personal or Shared), and click Save.
4. Reopen it from Lists on the table, or from Lists in the left navigation.

Pin a view with Quick Views

1. If you don't see the Quick Views icon, enable it in Settings → Profile → Quick Views.
2. Click the Quick Views icon, then the heart next to a Saved View to pin it.
3. Click the icon any time to jump straight to that view.

Related articles

• Export a table to a file
• Edit a piece of equipment
• Key terms in Equips