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 organizations with smaller numbers of resources need to be able to zoom in on just a subset of their people. 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.

But sometimes you need to go further and look for users across folders or look for a very specific type of user. Filters get you there.


Filter Criteria

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

I could also remove the rooms by changing my filter criteria to omit items like this

Santa Monica and - Rooms

That "-" is the NOT operator in the filter. Resource filters support the same grammar as DayBack's text filter. The most useful operators are likely AND, OR and not (represented by a dash). So you can do things like...

(Hollywood AND Blood Draw) OR Mobile Lab

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

Resource filters look at the resource's name, folder name, description, and tags in order 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, then all the resources in the folder will show up even if the resources themselves don't have your criteria. This way you don't need to tag everyone in your Hollywood location with "Hollywood," just put them in a folder for Hollywood.

If your filter criteria match an individual resource, you'll still see their enclosing folder, as you may use the folder to determine which resource to select. In this example, we're looking for a community room and see that we have one in Santa Monica, and one in Hollywood.

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