{"id":546,"date":"2018-05-02T21:20:27","date_gmt":"2018-05-02T21:20:27","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=546"},"modified":"2020-12-15T23:44:18","modified_gmt":"2020-12-15T23:44:18","slug":"h-filtering","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-filtering\/","title":{"rendered":"Filter the View\/Printout &#8211; to All or group, position, category"},"content":{"rendered":"<p>All\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-stand-views\/\">Schedule Views<\/a>\u00a0and the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-tips-emplist-grid\/\">Employee List<\/a>\u00a0can be filtered to display only certain Positions, groups of Positions (locations), Categories, groups of Categories, etc.\u00a0<\/p>\n<p>NOTE: if you find that shifts are missing, or not all of your shifts or employees are being displayed, be sure your Positions and Category dropdowns are set to &#8220;All Positions&#8221; and &#8220;All Categories.&#8221;<\/p>\n<p>Filtering the schedule view not only changes the display and printout, but also changes what is affected when you perform functions such as Import, AutoFill, Clear\/Delete, Save Template, etc.\u00a0<\/p>\n<p>Filtering is done using the dropdown menu boxes in the upper right of the Schedule view pages and Employee List.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterw.png\"><img class=\"aligncenter size-full wp-image-4803\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterw.png\" alt=\"\" width=\"700\" height=\"178\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterw.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterw-300x76.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li><strong>Categories<\/strong> &#8211; use of Categories is optional &#8211; if you have <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-cat-groups\/\">created Categories<\/a>\u00a0and\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-ex-shifts-assgn-cat\/\">set shifts to be in those categories<\/a>, you can choose any one or group of categories to be displayed. If you choose a Category and then a Position, the view will be limited to only those shifts in both that Category and that Position.\u00a0<\/li>\n<li><strong>Positions<\/strong>\u00a0&#8211; choose which Position you want to be displayed on the screen or Select\/Group Positions to show groups of Positions.\u00a0<\/li>\n<li><strong>Include<\/strong>\u00a0&#8211; this dropdown appears on the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-shift-grid-bulk-edit\/\"><strong>Grid View<\/strong><\/a>,\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-sortable-list-view\/\"><strong>Sortable List<\/strong><\/a>\u00a0and\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-mulit-shift-edit\/\"><strong>Multi-Shift Edit<\/strong><\/a>\u00a0Views and allows you to show\u00a0\n<ul>\n<li>All Shifts\u00a0<\/li>\n<li>only Unassigned Shifts\u00a0<\/li>\n<li>only AutoFilled Shifts\u00a0<\/li>\n<li>only Preplaced Shifts (ex. &#8220;<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filter-preplaced\/\">Pinned Employees<\/a>&#8220;)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfiltergrid.png\"><img class=\"aligncenter size-full wp-image-4805\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfiltergrid.png\" alt=\"\" width=\"700\" height=\"348\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfiltergrid.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfiltergrid-300x149.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfitlersort.png\"><img class=\"aligncenter size-full wp-image-4806\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfitlersort.png\" alt=\"\" width=\"700\" height=\"341\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfitlersort.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfitlersort-300x146.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<h2>\nTo filter a Schedule View:<\/h2>\n<p>From any Schedule View:\u00a0<\/p>\n<ul>\n<li>In the Positions and\/or Category dropdown, choose the Position\/Category that you want to display<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterbyemp-1.png\"><img class=\"aligncenter size-full wp-image-4809\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterbyemp-1.png\" alt=\"\" width=\"700\" height=\"414\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterbyemp-1.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssfilterbyemp-1-300x177.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>The view will change to only include those shifts (the dropdown will be highlighted to remind you that you are filtered).<\/li>\n<li>Note that the <strong>By Employee<\/strong> view is unique &#8211; as it will show all shifts for those employees who can work that position (including shifts for other positions to aid in the drag\/drop of shifts function).<\/li>\n<\/ul>\n<p>You also can use the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-search\/\"><strong>Search<\/strong><\/a>\u00a0button on any weekly Schedule View &#8211; which allows you to set different options and then show a list of shifts that match.\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">why schedule isnt showing up\u00a0 only see your group on schedule Print multiple departments\u00a0 view multiple location\u00a0 filter schedule subset of our Employees set up on a separate tab<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>All\u00a0Schedule Views\u00a0and the\u00a0Employee List\u00a0can be filtered to display only certain Positions, groups of Positions (locations), Categories, groups of Categories, etc.\u00a0 NOTE: if you find that&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-filtering\/\">More<span class=\"screen-reader-text\">Filter the View\/Printout &#8211; to All or group, position, category<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":18,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/546"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=546"}],"version-history":[{"count":18,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/546\/revisions"}],"predecessor-version":[{"id":6662,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/546\/revisions\/6662"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}