Assignment Template Filter Field Description

Assignment Template Options
Gear icon options Template Filter Options

Gear Icon Options

Field Name	Gear Icon Field Description
Wrap Text in Cells	Wraps the text in the cell when truncated.
Assignment Settings	Sets global assignment template Preferences: Automatically Push Assignments: select this check box to automatically apply, and push assignment template modifications to personnel associated with the modified assignment template, if any. Display days off as grayed out: displays days off per the day off label source selection in gray color. Day off label source: Abbreviation, Name, Custom. The Abbreviation, and Name label source apply to the work code associated with the Assignment via the Assignment Override Work Code > Off Duty setting, along with the Day Off Shift Mask pattern applied. The Custom label source applies to shift mask days off, and shift non-working days. Day off label display: use with the custom setting to create a label.
Convert Assignments To Templates	Turns one or more assignments to a template for multiple people in a single instance. This feature replicates the Save As... template¹ functionwhere one or more assignments can be bundled and converted to a single template.

Field Name	Template Filter Field Description
Select Filter	Displays a list of filters, and the option to add a new filter.
*Filter Name	The name of the selected filter. Names are best displayed when concise, and meaningful.
Available to All Users	When selected, allows other users to access this Filter.
Default filter	Allows authorized users to set their filter of choice as their default filter when accessing the Assignment Template view. Available in application version 6.8.12+, and 7.2.4+. Note: Opting for no default filter may improve the user experience by omitting unnecessary assignments to be drawn on the page.
Filter	Limits he assignment templates in view by organization position data, date range, and whether the template is assigned or unassigned. Template filters process target data within the assignment template.
+Add (Filter)	Options are: Agency Battalion Station Unit Shift Label Position Group Position Job Title Position Skills Template Specialty Date Range Assigned Status
	Include: All (AND) - All returns records that match all of the selections. Any (OR) - Any returns records that match any of the selections. For example, suppose that more than one Agency is selected. All means “and or in addition to”. All searches for all of the selected items in one assignment template. This means, if Agency A and Agency B are selected, then the application will search for assignment templates that contain both Agency A AND Agency B. If Any is selected, then the application will search for assignment templates that contain Agency A OR Agency B. The more filter options applied using ALL the tighter the search result.
Sort	Sorts assignment templates in a specific order.
+Add (Sort)	Rank Ordinal Rank Unit Ordinal Unit Station Ordinal Station Battalion Ordinal Battalion Agency Ordinal Agency Shift Name Shift Specialty Shift Group Label Template Specialty
Apply	Applies a filter for preview in this instance.
Save	Saves filter limits and sort selections.
Cancel	Exits the Template Filter dialog without applying or saving any settings.
Delete	Removes the Template Filter.