Filtering Resources

If you have hundreds or thousands of resources, it's important to focus on just the people, rooms, or vehicles that can meet a particular need. Even smaller organizations need to filter and zoom in on a subset of their resources. Common filtering requests include:

  • My direct reports
  • Technicians with a certain skillset
  • Salespeople in a particular region
  • Agents who speak a given language

DayBack lets you organize resources into folders so you can quickly select a group of resources by clicking on their folder.

However, sometimes you need to look for users across folders or find a very specific type of user. Filters help you achieve this.

Filter Criteria

Enter the resource criteria you're looking for, and DayBack will load matching resources into your schedule grid as columns or rows.

Example:

In the example below, we’re scheduling for our Santa Monica location and have found practitioners and rooms that match our criteria, even though they are in different folders. Once filtered, you can still select the individual resources you're interested in. In this case, practitioners are selected while rooms are omitted.

You can also refine your filters further. For example, to exclude rooms, use:

Santa Monica and -Rooms

The "- " is the NOT operator in the filter. Resource filters support the same grammar as DayBack's text filter. Useful operators include AND, OR, and NOT (represented by a dash). For example:

(Hollywood AND Blood Draw) OR Mobile Lab

Learn more about the supported grammar here: DayBack's filter operators.

Matching Criteria:

Resource filters look at the resource's name, folder name, description, and tags to find a match. Learn how to enter these attributes for your resources or pull these attributes from Salesforce or FileMaker here: Resource Attributes.

Folders

If a folder matches your filter criteria, all resources in the folder will show up, even if the individual resources don’t directly match your criteria. This way, you don't need to tag everyone in your Hollywood location with "Hollywood"; just place them in a folder for Hollywood.

If your filter criteria match an individual resource, you’ll still see their enclosing folder. This helps determine which resource to select. For example, when looking for a community room, you’ll see options in both Santa Monica and Hollywood if both match your criteria.

Other Ways to Filter

Check out these articles for additional ways to filter your resources:

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