Most lists in Sapera Mobile – tasks, sales orders, serial-number items, stock drafts and the inbox – can be filtered and sorted, and you can save your preferences as a view you can quickly switch back to. It is the fastest route to, for example, "my open tasks" or "orders ready for invoicing".
Tap the filter icon in the menu at the top of the list (on iPhone it says Filter). The Edit list preferences dialog opens.
The dialog has two sections:
Filters – the filters of the list. Which filters exist depends on the list: for example status, type, responsible, created by and dates. Some filters can have several selected values at once.
Sorting – which fields the list is sorted by, and in which direction. The section is only shown on lists where sorting can be chosen.
At the bottom you choose what should happen:
Apply – use the preferences now without saving them. They apply until you switch away.
Save – save the changes to the view you are working in.
Save as – save the preferences as a new view.
Remove – delete the view you have open. Only shown when you are in a saved view.
Close – close the dialog without changing anything.
If you choose Save or Save as, Save list preferences opens, where you specify:
Name – the name the view gets. Must be filled in.
Scope – who the view applies to.
Defaults – whether the view should open automatically.
Under Scope you choose between For me, For all users and For user groups. If you choose user groups, you must select at least one group under User groups.
Under Defaults you can set the view as the Global default (opens by default regardless of which organizational unit you work in) or as the Default for the current organizational unit (only opens by default in the unit you are in now).
When saved views exist for the list, they appear as a horizontal row at the top. Tap a view to switch to it – the selected one is marked. At the end you find Edit..., which opens the list preferences for the selected view.
Views you save For me are only seen by you. Views for all users or for user groups are also seen by your colleagues – so give them a name others can understand.
If you do not have permission to save views for others, you can still save your own. Contact support if you are missing access.
Free-text search is in the search field on the list and is independent of the list preferences. You can choose whether the search field automatically gets focus under Settings → Search.
Want to know more?
Read more in these related articles:
Tasks
View, create and handle tasks in Sapera Mobile: assign to yourself, edit fields, log work and complete the task.
Sales orders
Create and work with sales orders in Sapera Mobile: line items, barcodes, time logging, collecting items, invoicing, payment and SMS.
Stock drafts
Count stock in Sapera Mobile: open a stock draft, scan items and locations, enter quantities and register serial numbers.
How to search in lists
How to use the search field in lists in Sapera: free-text search, searching with multiple words, and how a leading plus sign targets the search to one specific field (document number on document lists, product name on product lists). Also explains sorting and column filters.
