The Filter String grid feature allows you to use a filter from an inventory module to add multiple assets to a Work Order generated from the PM. Because this is a grid it can contain multiple filter strings, potentially pulling in assets from several modules.
Example
When creating a PM for a drainage basin you could list all the pipes individually in the Assets grid. However, this may be hard to keep updated. It would be easier to use a filter created in the Pipe Inventory module. Alternatively, you can do both: add assets manually AND use a filter. An example is shown in the Assets tab above. In this tab, two assets have been manually added to the grid and a filter string has been created. This will result in a work order that has these two assets AND all records that meet the filter.
A sample of the grid appears below. Sort records in each grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
Double-click on an existing record to open it
How To Add a Filter String
Decide what asset type should be added to the work order.
Go to the module for that asset type and create a filter for the assets that should be added to the work order.
Save the filter with a distinct name.
In the PM/Template module find the desired PM record and go to the Assets tab.
Right-click in the FIlter String grid and select Add Record. The following pop-up will appear:
Select a Category for the desired asset type. Click on the field name or press F9 within the field for a list of categories.
Select the Filter Name from the asset module that was saved in step 3. Click on the field name or press F9 within the field for a list of saved filters.'
Save and Close the record.
The filter will be added to the grid. When the PM generates a Work Order the filter will run and the filtered assets will be added to the work order's asset grid.
Repeat this process for any other desired asset filters.
