By default, the project feed displays all posts your team creates throughout the construction lifecycle. Use the custom filter options to easily find specific posts and save your filters for quick access later.
Please note that Advanced Filters and Custom Filters are available only to users with a paid account.
Advanced Filters
You can customize your Project Feed on both the mobile and web app to quickly narrow down and find the exact information you need. Filter posts by project location, category, assignee, due date, and more.
Using the Fieldlens Mobile App:
To use the advanced filter options, select the magnifying glass icon in the top-left corner. Once the Filters panel opens, choose the filters you’d like to apply.
Post status — view posts that are unread or have past-due assignees.
Post information — filter posts by Locations, Categories, or Drawings.
Assignees and status — view posts assigned to specific users, filter by Assignee Status, or select posts based on their Assignee Due Date.
Posted and sent to — filter posts based on who posted them or who they were sent to.
Date filters — view posts based on their Due Date, Updated Date, or Posted Date.
Tap the check Icon to apply the filters.
| 
|
Using the Web Version:
To access the Advanced Filters on the web, select Advanced Filter from the left-side panel.
The available filter options include:
Post Status — filter posts by status, such as Unassigned, Open, Resolved, or Closed.
Post Flags — filter posts by flag type, including No Flag, Safety, or Deficiency.
Unread Posts — view posts that have not yet been read.
Past Due Posts — view posts with overdue assignees.
Resource Tracking — view posts with tracked resources, such as manpower or equipment.
Posts Sent to You / Posts You’ve Responded To — filter posts based on whether they were sent to you or you have responded to them.
Locations — filter posts associated with specific project locations.
Categories — filter posts by category.
Drawings — view posts associated with or pinned to a specific plan.
Assigned To — filter posts assigned to a specific person, company, or trade.
Assignee Status — filter posts based on the assignee’s status, such as Open, Resolved, or Closed.
Sent To — view posts sent to a specific user or company.
Posted By — view posts created by a specific user or company.
Post Due Date — filter posts based on their assigned due date.
Save a Custom Filter (Web Only)
Once the user has selected and applied their desired filters, the user can save the filter for quick and easy access later. Custom filters saved on the web app will also be available in the Quick Filter drop-down menu on both the web and mobile apps, allowing you to quickly access posts using your saved filter settings.
Note: Advanced and Custom Filters are available only to users with a paid account.
To save a custom filter on the web app, follow the steps below:
The user will need to open Advanced Filters from the left-side panel and select the filter criteria they want to apply. Once the user has made their selections, the user must click on the right side of the screen to view the posts that match their filters.
2. Click on the Save option next to Custom Filters on the left of your screen. Enter a name for your filter and click Save.
Manage your Custom Filters
The user can rename or remove saved filters by clicking the pencil icon next to Custom Filters in the left-side menu. A pop-up window will display a list of the user’s custom filters, where the user can rename or delete them as needed.
