Elevate Staff App: Managing custom filters

Custom filters can be applied to the schedule in the Elevate Staff App to allow you to create unique information filters that suit to your specific business needs.

Staff members can save their preferred filter options for later use as a custom filter. Your custom filters can be set to public, which allows other staff members to access the custom filter, or default, which applies the custom filter automatically when you open the schedule. If needed, a custom filter can be deleted at any time.

In this article:

    To create a custom filter:

    1. Tap the Schedule tab.
    2. Tap the Settings button  and tap Filter.
    3. Under Filter Options, select your filters then tap the Add button .
    4. Enter the custom filter name.
    5. Set the filter to Public or Set as Default View.
    6. Tap Save.

    To set an existing custom filter as Public or Default:

    1. Tap the Schedule tab.
    2. Tap the Settings button  and tap Filter.
    3. Under Saved Filter, tap the arrow next to the custom filter.
    4. Set the filter to Public or Set as Default View.
    5. Tap Save.

    To delete a custom filter:

    1. Tap the Schedule tab.
    2. Tap the Settings button  and tap Filter.
    3. Under Saved Filter, tap the arrow next to the custom filter.
    4. Tap the Delete button  and tap OK.
    Was this article helpful?
    (6 out of 6 people found this article helpful)
    Still need help? Contact us
    Cancel