In the backlog it is possible to perform advanced searches on fields within a planned collection. When using an integration it is also possible to search on specific integration fields such as customer and items.
By default vPlan searches all standard available collection data. You can now quickly apply filters in the search window. To choose a filter, first type the 'colon' (:) sign.
A menu appears with all the filters that can be specifically searched for. When you have selected a filter you can enter the search term. All collections that match the search term will be displayed.
You can search on the following data:
|:activity||Search for the description of the activity. With an integration, we also search on the editing/working type in an order.||Sawing|
|:item||Only possible when there is an integration with an ERP system. You search specifically on articles within an order/project.||Shelves 20mm|
|:customer||Only possible when there is an integration with an ERP system. You are looking specifically for the customer within an order/project.||carpentry factory Gerards|
|:warehouse||Only possible when there is an integration with an ERP system. You search specifically on the name of the warehouse, which is linked to an order.||Zoetermeer|
|:name||Search for the name of a collection.||P100300|
|:description||Search on the description of the collection. This is often supportive text to the name.||Urgent|
|:project||Only possible when there is an integration with an ERP system. You search specifically on the name of the project, which is linked to an order.||Project Utrecht|
|:reference||Only possible when there is an integration with an ERP system. You search specifically by order/project number.||90142|
|:status||Search specifically for the order status. This is only possible when vPlan is linked to an ERP system. The statuses are: open, partial, closed and canceled.||Open|