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Filter and sort templates

Learn how to filter and sort templates via the web app and the mobile app.

Los filtros y órdenes de clasificación que aplique en la aplicación web y la aplicación móvil permanecerán en su lugar, incluso si navega entre páginas o cierra e inicia sesión.

Available template filters

Filter

Description

Owned by

Filter based on the templates you own.

Available to

Filter based on the user or group the template is available to.

Selecting a group includes templates from any user in that group.

Filter templates

  1. Log in to the web app.

  2. Select Templates iconPlantillas from the menu on the left-hand side.

  3. Click Icono PlusAñadir filtro on the upper-left of the list and select from the filter options.

  4. Once you've selected your filters, click Hecho to refresh the list and show only templates that match your filters.

  5. To narrow your results further, repeat step 3 to add more filters, or click Cross/close/clear icon on existing filters to remove them and start again.

Sort templates

  1. Log in to the web app.

  2. Select Templates iconPlantillas from the menu on the left-hand side.

  3. Sort from the column headers. You can also click the arrow to sort the list in order based on the option you've selected.

    • Templates: Sort by template title. Arrow down icon sorts from templates in the following order: Symbols, numbers, and alphabetically from A to Z. Arrow up icon sorts templates in reverse.

    • Last published: Sort by template published date. Arrow down icon sorts from the oldest template by published date and Arrow up icon sorts from the most recent template by published date.

    • Last modified: Sort by template modified date. Arrow down icon sorts from the oldest template by modified date and Arrow up icon sorts from the most recent template by modified date.

    • Status: Sort by template created date. Arrow down icon sorts from the oldest template by created date and Arrow up icon sorts from the most recent template by created date.

  4. Repeat from step 3 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspecciones at the bottom of your screen.

  3. Select Plantillas tab at the top of your screen.

  4. Tap Up and down arrow at the upper-right of your screen.

  5. Select from the sorting options:

    • Name: Sort by template title alphabetically from A to Z.

    • Last added: Sorts from the most recent template by added date.

    • Last used: Sorts from the most recent template by used date.

  6. Repeat from step 4 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections icon mobileInspecciones at the bottom of your screen.

  3. Select En progreso y Completas tab at the top of your screen.

  4. Tap Up and down arrow at the upper-right of your screen.

  5. Select from the sorting options:

    • Title (A-Z): Sort by template title alphabetically from A to Z.

    • Title (Z-A): Sort by template title alphabetically from Z to A.

    • Date added (Newest): Sorts from the most recent template by created date.

    • Date added (Oldest): Sorts from the oldest template by created date.

    • Most recently used: Sorts by last inspection use, with the most recently used template first.

  6. Repeat from step 4 to sort your list in different orders.

You can only sort your templates by status if your organization is on the Free Plan.

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