Filters are excellent sorting features in the system. They allow users to sort dossiers according to specific criteria. So we can say that the filters are predefined and saved custom search criteria.

Type of filters

There are two types of filters:

  • Predefined: previously defined and built into the dashboard for all users by default
    • My Unresolved "YYYY": it lists all dossiers where "my" agency's  acceptance indicators are blue/yellow/red
    • Other Should react "YYYY": it lists all dossiers where "my" agency's acceptance indicator is green but for other involved parties are blue/yellow/red
    • All "YYYY": it lists all dossiers created for the specific year, regardless of the acceptance indicators and phases

           These predefined filters are automatically configured by PCS before the start of the next timetable period. The year indicator ("YYYY") shows which year they refer to:


  • Custom filters: you can create "your" own filter any time, it is possible to manage/update/share.  Once you create your filter it will be visible on the dashboard, in the filter menu section below the predefined filters.




There are two ways to create filters:

  • Use the "+Add" button at the FILTER section in the menu


         It opens the same "Advanced search" window as it shows in the screenshot below.

  • Or go to "Advanced search" define the criteria and save the search criteria as a new filter.


       When you "Save" your custom filer, the "Advanced search" window extends with more fields to name your filter and set the validity period.


       When you name your filter, the "Save" button is activated because the "Filter name" field must be filled out.

       You can set a validity period to indicate how long you want your custom filter to be visible by entering the "Valid From" and "Valid To" fields. These fields are optional.




To check the criteria of your filter, please do the following:

  • Click filter name on the dashboard on the left 
  •  Navigate to the right side of the dashboard area and use the arrow  to expand the description of the filter

It shows the criteria you previously configured.



Click the pencil icon  to update the filter. It opens the "Advanced search" window where you can apply the necessary changes.

For example, change the previously created "MyCustomFilter" criteria:

  • Change process type
  • Change phase
  • Rename filter
  • Set validity period




Click the share icon   to share your custom filter with colleagues within the company or a group of colleagues.

The button expands the filter settings with a "share filter with" where you have the option to add one or more users with whom you want to share. Then add a checkmark  next to the names to select them. The drop-down list shows the number of selected users with a number: 




Once you shared your filter you will be the owner of the filter. The shared filter can only be modified by the owner.

For the person with whom you shared the filter, it becomes visible in the sandwich menu below the predefined filters, but the management options are disabled like in the case of predefined filters.


Not shared

If the filter is NOT shared, in the sharing settings the "share filter with" field stays empty.



Remove the checkmark  for the previously selected names in the sharing settings. 



Click the recycle bin icon  to delete your filter.



The tool gives you the freedom to reorder the filters using the drag & drop function.

Hover your mouse over the filter name and the filter will extend with a drag-drop icon on the left.

Click and hold that icon with the left button mouse to move the filter; the arrows will indicate that you are ready to move up/down.



You can manage your filter's visibility on the dashboard.

Go to your profile settings and click the pencil icon to modify your personal settings then edit the "Dashboard filters".

By default, all filters are enabled (checkmark next to the name). To hide the filter from the dashboard you have to remove the checkmark next to the filter name and it will no longer be shown on your dashboard. 

Note: If you hide the filter like that, you do not delete it from the system, even though you do not see it on the dashboard. To be able to manage it again, you first need to make it visible on the dashboard again in this same view (Personal settings, add the checkmark to the name of that filter)". 

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